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# How to Add Clients

![Figure 1: Clients setup page, showing the interface for adding client details.](https://elevation-knowledgebase.s3.us-east-1.amazonaws.com/Onboarding/Catalogs/Images/Clients_1.png =1038x500)



Your **Client Catalog** is the foundation of your sales process. It stores all your client information in one place so you can quickly build proposals, track communication, and stay organized.



Whether you’re adding a single homeowner or importing a full list of past clients, Elevation Advisor makes it easy.



![Figure 2: Clients setup sidebar.](https://elevation-knowledgebase.s3.us-east-1.amazonaws.com/Onboarding/Catalogs/Images/Clients_2.png =300x564)


Client Catalog setup, showing the interface for adding a single client’s details.



To add a client manually:

1.  Click the **Add Single Client** button.

2.  A sidebar will open where you’ll enter the client’s details:

* **First and Last Name**

* **Email Address**

* **Phone Numbers**: If desired, enter who the phone numbers belongs to in the given field. For example, if you are managing multiple phone numbers for a client (like a married couple), you can tag each phone number with a name.

* **Address**: Enter the primary address under **Address 1**.

* If the client has more than one address, click **Add Address** to include additional locations.


Once everything is filled out, click **Save** to add the client to your catalog.




### Step 2: Bulk Import Clients

If you have a list of clients in a spreadsheet, use the **bulk import** feature to save time:

1.  Click **Upload Multiple Clients**.

2.  Click **Download CSV Template** to get a formatted spreadsheet.

3.  Fill it out with your client data in Excel.

1.  Upload the completed file back into Elevation Advisor.



### Managing Your Client Catalog

* To **export** your client list, click **Export Clients**. This downloads your catalog as a CSV file for use in Excel or other tools.

* To **find a client**, use the **Search bar** or sort them alphabetically using the **Sort By** dropdown.

* To **edit or delete** a client:

* Click the **three dots** next to their name.

* Select the appropriate option.


### Updating a Client After a Proposal Is Accepted
Once a client signs, the proposal is locked so the contract can't change. But people change phone numbers, fix a typo in their email, or get married. You can still update a client's **name**, **email**, and **phone** on a signed proposal:

1. Edit the client in your **Client Catalog** first (three dots next to their name, then **Edit Client**), and save the new details.
2. Go to the **Proposals** page, open the accepted proposal with **View Proposal**, and click the **Customer** field.
3. The **Update client info** sidebar opens. Pick the client to copy their current name, email, and phone onto the proposal.
4. Review the changes in the confirmation window and confirm.

![Figure 3: The Update client info sidebar on an accepted proposal.](https://elevation-knowledgebase.s3.us-east-1.amazonaws.com/Onboarding/Catalogs/Images/Clients_Update_Client_Info.png =446x296)

Everything else on the signed proposal stays locked. The update also carries over to that proposal's change orders.

| ⚠️ If you change the client's email, the link you already sent them stops working. Use **Resend Proposal** from the three-dot menu so they get a working link at their new address.