**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,
- Click on Contact list page using the link in the top navigation.
- 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.