How do I add Clients on the fly?

← New: Managing Client Discovery
When you are creating a Discovery you can choose from the drop-down of previously entered Clients or you can create one on the fly.


Enter the Client Contact's information:


After you CREATE CONTACT, be sure to select the newly created contact from the dropdown.

Return back to the Help Article creation of the Client Discovery.

New: Managing Client Discovery

  1. What is Client Discovery?
  2. We've been invited to a Discovery. Where is my invitation email?
  3. How do I add Client Contact or Company?
  4. How do I create a new Client Discovery?
  5. How do I add Clients on the fly?
  6. How do I link a Client Discovery to an RFP?
  7. How do I make client responses to Sections/Questions visible or not to Vendors?
  8. How do questions that have been marked as Visible appear to vendors?

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