ForemanFOREMAN

Add a client

Create a client contact in Foreman so you can attach them to projects, proposals, and invoices.

Clients are the people you're building for. Add them once and they're available to attach to projects, proposals, and invoices.

Open your contacts

  1. From the sidebar, click Contacts.
  2. You'll see your contact list — name, stage, last activity, value, email, and phone.

Don’t see this?

If you don't see Contacts in the sidebar, your role may not have access to contacts. Ask your organization owner to grant it.

Add the client

  1. Click Add Contact in the top-right.
  2. Enter the client's Name (required).
  3. Leave Type set to Client.
  4. Add their Email, Phone, and Company if you have them.
  5. Click Add Contact at the bottom of the modal to save.

Note

New contacts start at the Lead stage. You can move them along the lifecycle later by opening the contact and changing Stage — see Lead lifecycle stages.

Add more detail (optional)

While the modal is open you can also set:

  • Prefers — how they like to be reached (Phone, Email, or Text).
  • Address — street, city, state, and ZIP code.
  • Exempt from sales tax — new customer records inherit this exemption; existing records keep their saved tax choices.
  • Any Custom Fields your organization has defined for contacts.

Edit a client later

The contact list works like a file browser: a single click selects a row, and opening it takes a double-click.

  1. Double-click any row in the contact list to reopen it. (On a phone or tablet, a single tap opens it.)
  2. Update any field — the Stage dropdown also appears once a contact exists.
  3. Click Save.

Note

Hold ⌘ (Ctrl on Windows) to add rows to the selection, or Shift to take a range. The row menu at the end of a row deletes that contact — with several rows selected, it offers to delete all of them at once.
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