First, you need to use your computer & go to

1. Enter your Log In info.

2. See task bar on the left side of your computer screen.

3. If you need to import just a couple new clients to your list. You need to press “Clients” on task bar. Then you press “Create New” box, there you should enter all information needed in order for your rep to know right information about New Client – Address, Telephone, Client identification code, region, location etc. You can also edit your clients info when you press “edit” box on them, just in case something have changed during your cooperation time or something was filled in incorrectly. 

4. If you have an excel or CSV files filled with your client names, you can press Import box and follow the instructions.