Managing Clients

The Clients section allows you to centralize and manage all your client information in one place. Keeping accurate and complete client records ensures your team can work efficiently and communicate clearly.

How Clients Are Added

Clients can be added to your account in two ways:

• Automatically, when someone submits a lead form

• Manually, by creating a new client from your dashboard

Both methods ensure that new contacts are properly stored in your system.

Creating a Client Manually

When creating a client manually, start by entering their basic information:

• Title

• Full name

• Company name (if applicable)

You can also select the lead source to track how the client found your business. This helps you measure the effectiveness of your marketing channels.

Managing Contact Details

SolvGo allows you to store multiple contact details for each client:

• Add one or multiple properties, depending on the client’s needs

• Store multiple email addresses

• Store multiple phone numbers

This flexibility ensures you always have the right contact information available.

Selecting the Client Language

One of the most important settings is the client’s preferred language.

The selected language determines how all communications from your SolvGo account are sent to that client, including:

• Emails

• SMS notifications

This guarantees consistent and professional communication.

Once saved, your client is fully organized and ready for your team to manage requests, quotes, invoices, and appointments.