How to Create a New Client in Bolster

Creating a new client in Bolster is a straightforward process that is essential whenever a new individual requests a proposal. Follow these steps to add a new client to your pipeline:

How-to:

1. Go to Pipeline from the side menu:

• Select Pipeline under Dashboards from the side menu.

  

2. Create Client:

• Click the three dots next to Estimates.

• Select Create New from the dropdown menu

  

3. Enter Estimate Details:

• Enter the estimate name. This can be an address, code word, last name or anything you like.

4. Select or Create Client:

• Click on the Choose button
  

• You can choose an existing client or create a new one.

  

5. Enter Client Info:

• Enter the client’s email and click Next.

  

• Fill in additional client info as needed. Hover over each field to see if it’s a required field.

  

6. Save New Client:

• Once all info is entered, click Save.

7. Finish:

• Your new client will be saved as a Fresh lead in pipeline.

  

By following these steps, you can efficiently manage new client entries in Bolster, ensuring your pipeline remains organized and up-to-date.