Follow the steps below to add a new client to your Telemanager account.

1. Navigate to the Customer Section

• On the left-hand menu, click “Customer”.
• Then click “Add New Customer”.

This will open a side panel where you can input the client’s details.

2. Fill in Company Details

Enter the following information:
• Customer Name – Full business name.
• Email Address – A valid company email.
• Phone Number – Use international format, with no spaces (e.g. +441234567890).

3. Add One or More Contacts

Contacts will be used for:
• Receiving weekly stats
• Receiving lead reports

Make sure to provide:
• First Name
• Last Name
• Email Address (Double-check for accuracy – the system will use this email to send reports if selected in the campaign settings.)

You can add multiple contacts per client.

4. Create the Client

Once you’ve filled out the company details and added at least one contact, click “Create” to save the client.

The client and their contacts are now available to assign to campaigns.

Important Note:

If your company is using Telemanager for its own internal needs, you must also add your own business as a customer in the system.