Hope I am reading your question correctly….
–Go to your account and click on Clients and Leads.
–To the right is a button +Add Clients
–Fill out name, e-mail, notes, etc.
–At the bottom of that screen there should be a “Save” button (make sure you scroll down enough because you may not see it if you are on an IPad) Save that client’s info.
–Go back to your list of Clients and Leads and it should be there
I hope this is what you were asking for….let me know if it works!
depending on the computer you are using, you may need to scroll down a little to ‘Save’. I cannot see it on my screen either unless I di that.