مرکز آموزش

How to Add/Create a Client in Partners Hub

This article explains how to create a new client profile in PartnersHub. Creating a client profile allows you to manage customer information, assign products and services, generate invoices, and provide support.

Prerequisites

Before you begin, ensure that:

• You are logged in to PartnersHub.

• You have the necessary permissions to manage clients.

• You have the client’s contact information available (e.g., name, email address, and phone number).

Step 1: Navigate to the Clients Section

1. Log in to PartnersHub.

2. From the main menu, select Clients.

3. Click Add New Client.

Step 2: Enter Client Information

Complete the required fields, including:

• First Name

• Last Name

• Company Name (if applicable)

• Email Address

• Phone Number

• Physical Address

• City

• Currency

• Province/State

• Postal Code

• Country

Note: Required fields are typically marked with an asterisk (*).

Step 3: Configure Client Settings

Depending on your organisation’s requirements, you may also:

• Assign the client to a specific client group.

• Set the preferred currency.

• Choose the preferred language.

• Enable or disable email notifications.

Step 4: Review the Information

Carefully review all the information entered to ensure it is accurate and complete.

Step 5: Save the Client

Click Save or Create Client.

If all required information has been entered correctly, the new client profile will be created successfully.