Quick Add Client

Quick Add Client Feature

Summary: Learn how to rapidly add new clients using growlio's streamlined quick add feature for maximum efficiency.

Overview

The quick add feature allows you to create client records in seconds with minimal information. Perfect for situations where you need to capture basic details fast and fill in comprehensive information later. This streamlined workflow helps you maintain momentum during busy periods while ensuring no potential client slips through the cracks.

Prerequisites

Active growlio account
Access to the clients section
Basic client information (name and email minimum)

How to Use Quick Add Client

Step 1: Access Quick Add

From any page in growlio, look for the "+" icon or "Quick Add" button in the top navigation bar. Click it to open the quick actions menu, then select "Add Client" from the options.

Tip: Use keyboard shortcut Cmd/Ctrl + N to open quick add instantly from anywhere in growlio.

Step 2: Enter Client Name

Type the client's name in the first field. For individual clients, use their full name. For companies, enter either the business name or the primary contact's name.

Step 3: Add Email Address

Enter the client's email address. This is the only required field besides name. growlio validates email format automatically to prevent errors.

Tip: Double-check email addresses for typos. An incorrect email means clients won't receive your proposals or contracts.

Step 4: Optionally Add Phone Number

If you have the client's phone number handy, add it now. This field is optional for quick add but helpful for immediate contact needs.

Step 5: Select Client Status

Choose between "Active" (default) or "Inactive" status. Most new clients should be marked active. You can change this later as the relationship evolves.

Step 6: Save Quickly

Click "Add Client" or press Enter to save. The modal closes immediately and you can continue working. The new client appears in your clients list.

Tip: After saving, growlio displays a success notification with a link to view the full client profile.

Step 7: Add More Clients Rapidly

The quick add modal automatically clears after saving, ready for your next entry. Add multiple clients in succession without navigating away from your current work.

Step 8: Complete Profile Later

Return to the clients list when you have time. Click on any quick-added client to open their full profile and add remaining details like address, company, and notes.

Step 9: Use Quick Add from Dashboard

Access quick add directly from dashboard widgets. When viewing recent activity or tasks, click "+ Client" buttons to add records without losing your place.

Tip: Quick add is context-aware. Adding a client while viewing a proposal automatically links them together.

Step 10: Review Quick-Added Clients

Filter your clients list to show recently added records. Review and complete profiles for any clients added via quick add to ensure you have comprehensive information.

Tips & Best Practices

Use quick add during phone calls to capture information while you have the prospect engaged
Set aside 15 minutes daily to complete profiles for quick-added clients
Always get email address correct - it's your primary communication channel
Use quick add for networking events to rapidly capture contacts
Add phone numbers when provided, even if they're optional
Mark clients as active by default unless you know they're past customers
Set reminders to follow up with quick-added prospects
Use quick add on mobile devices for on-the-go client capture
Keep the quick add workflow fast - don't overthink optional fields
Train team members on quick add to maintain consistent data capture

Troubleshooting

Issue: Quick add button not visible

Solution: Check that you're logged in and have Member-level permissions or higher. Viewers cannot add clients. Look for the "+" icon in the top navigation bar. Refresh your browser if it's missing.

Issue: Email already exists error

Solution: This email is already in your database. Search for the existing client record and update it instead. If you have two contacts at the same company, use different email addresses for each.

Issue: Can't save - fields are empty

Solution: Name and email are required minimum fields. Ensure both are filled before saving. Remove any leading or trailing spaces that might cause validation errors.

Issue: Quick add doesn't link to current context

Solution: Some contexts auto-link (like adding a client from a proposal), others don't. Manually create relationships after quick add if needed. Check the related records section in the client profile.

Issue: Keyboard shortcut doesn't work

Solution: Ensure your cursor isn't in a text field when pressing Cmd/Ctrl + N. Close any open modals first. Check if browser extensions are intercepting the shortcut.