New clients or leads can be added from the Invoice2go Clients page. If you are in Engage,
Click on Contact list
Click on + New Client
This will direct you to the Invoice2go clients page to add a new client
All clients added to Invoice2go are added to the Contact list in Engage. In the Contacts list, they are imported as a Client by default. If you would like to categorize them as a Lead, locate the contact name (for quicker results you may use the Search bar) and change the Category to Lead.
Just added a contact but don’t see it in Engage yet? Try refreshing the Contact list page in Engage and it should show up at the top of the list.