Add or edit a client
Create a client record manually or by converting a lead.
Where: Work → Clients → + button → Add Manually (or Lead Detail → 3-dot menu → Convert to Client)
| Field | Required? | Rule |
|---|---|---|
| Name | Required | Cannot be blank. Up to 100 characters. |
| Mobile Number | Optional | Validated if entered. Defaults to UAE +971. |
| WhatsApp Number | Optional | Tick "same as mobile" to reuse. |
| Optional | Validated if entered. | |
| Status | Has a default | Active or Inactive. Defaults to Active — toggle it from the form or the client detail screen. |
| Lead Source | Optional | Where this client came from. Auto-filled from the lead's source when converting. |
| Tags | Optional | Multi-select, with inline create for a new tag. |
| Website / LinkedIn | Optional | If filled, must be a valid web address — shown as tappable links on the detail screen. |
| Client Since | Optional | A date, picked from the calendar. |
| Contract Value | Optional | Numeric — shown formatted in your currency on the detail screen. |
| Address | Optional | Free text. |
| Birthday | Optional | A date, picked from the calendar. |
| Notes | Optional | Free text, up to 1000 characters. |
- Saving is blocked if the name is blank.
- When converting a lead, the client is pre-filled with the lead's name, contact details and lead source; the lead is automatically linked to the new client.
Still need help? Email hello@biznetworx.ae.