How do I add additional clients or leads?

**The information on this page is relevant for customers who are a part of the Engage beta only.*

New clients or leads can be added from the Invoice2go Clients page. If you are in Engage,

  1. Click on Contact list page using the link in the top navigation.
  2. Clicking on + New Client 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.

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