Add your first client

Clients (companies and their contacts) live on the Companies page. You have three ways to add them:

• Add a company and its contacts manually.

• Use the LinkedIn Chrome extension: click Add Contact on an individual LinkedIn profile or Add Company on a company page.

• Import them in bulk from a spreadsheet on the Import Clients page.

Import clients from a file

On the Import Clients page, upload a CSV or Excel file and match its columns to Happlicant fields. The company name column is required; contact, location, website, and stage are optional.