How do I add a site to a head office?

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In this lesson you will learn how to add a new site to a head office.

In the Dashboard, click Clients

In the Dashboard, click Clients

From the Client page, browse or search a client and click Open Client

From the Client page, browse or search a client and click Open Client

In the Modify Client window, select Sites tab and click New Site

In the Modify Client window, select Sites tab and click New Site

Fill in the information for the new Site

Fill in the information for the new Site

1. Enter the Site name and Address

2. Add new contact's details and role

3. Once complete, click Save

 

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