--- title: How do I create and manage a client? description: Client Dashboard is your central location for managing all Client details which includes Adding, Editing, Deleting, Activating and Inactivating a Client so as to manage and update Client details at any given point as required. --- [Skip to content](https://crm.streamworkstech.com/en/engagements/how-do-i-create-and-manage-a-client-1#main-content) English Show submenu for translations [More support](https://crm.streamworkstech.com/en/engagements/kb-tickets/new?hsLang=en) ![Streamworks-Tech-Logo-Horizontal_Dark](https://crm.streamworkstech.com/hs-fs/hubfs/Streamworks%20Tech-Logo-Horizontal-Dark.png?width=475&height=60&name=Streamworks%20Tech-Logo-Horizontal-Dark.png) Open main navigation Close main navigation - English Show submenu for translations - [More support](https://crm.streamworkstech.com/en/engagements/kb-tickets/new) Hello. How can we help you? - There are no suggestions because the search field is empty. 1. [Engagements](https://crm.streamworkstech.com/en/engagements?hsLang=en) 2. [Compilation Engagement](https://crm.streamworkstech.com/en/engagements/compilation-engagement?hsLang=en) 3. [Client Requests](https://crm.streamworkstech.com/en/engagements/compilation-engagement?hsLang=en#client-requests) # How do I create and manage a client? ### Key Functions - Add a Client  - Bulk Upload Clients - Managing Client Information ### Video Guide ### Adding a Client 1. On the left menu bar, an icon will be available to navigate to "Client Dashboard" ![](https://crm.streamworkstech.com/hs-fs/hubfs/image-png-Oct-09-2025-04-25-37-7740-PM.png?width=670&height=302&name=image-png-Oct-09-2025-04-25-37-7740-PM.png) 2. To add a new client click the "Add New Client" button. ![](https://crm.streamworkstech.com/hs-fs/hubfs/image-png-Oct-09-2025-04-38-03-1704-PM.png?width=670&height=258&name=image-png-Oct-09-2025-04-38-03-1704-PM.png) 3. You will need to fill in all text boxes with a red asterixis to complete the process. However, it is recommended you add in as much information you have so that the data persists into engagements. ![](https://crm.streamworkstech.com/hs-fs/hubfs/image-png-Feb-13-2025-08-55-47-7784-AM.png?width=670&height=336&name=image-png-Feb-13-2025-08-55-47-7784-AM.png) 4. Clicking 'Next' will bring you to more information you can provide about the client. 5. Click 'Add Client' to create the client ready for engagements. ### Bulk Uploading Clients 1. To bulk upload a client list you can click the "Bulk Upload" button. ![](https://crm.streamworkstech.com/hs-fs/hubfs/image-png-Oct-09-2025-07-07-02-9148-PM.png?width=670&height=279&name=image-png-Oct-09-2025-07-07-02-9148-PM.png) 2. You can then download the "Bulk Upload Template" from the popup to fill in. ![](https://crm.streamworkstech.com/hs-fs/hubfs/image-png-Oct-09-2025-07-07-23-3996-PM.png?width=670&height=594&name=image-png-Oct-09-2025-07-07-23-3996-PM.png) 3. After filling in the Bulk Upload Template and saved it, you can return to the "Bulk Upload" pop up and insert your template for upload. ### Managing Clients 1. After uploading a client, you can click on the name to review the information in their profile. ![](https://crm.streamworkstech.com/hs-fs/hubfs/image-png-Oct-09-2025-07-39-22-3883-PM.png?width=670&height=257&name=image-png-Oct-09-2025-07-39-22-3883-PM.png) 2. To further edit any information, you can click "Edit" in the top right hand corner. ![](https://crm.streamworkstech.com/hs-fs/hubfs/image-png-Oct-09-2025-07-40-06-2754-PM.png?width=670&height=260&name=image-png-Oct-09-2025-07-40-06-2754-PM.png) 3. You can also create a new Engagement that will tie to the client here, [check out this guide on creating an Engagement.](https://crm.streamworkstech.com/en/engagements/how-do-i-create-and-manage-an-engagement-1?hsLang=en) ![](https://crm.streamworkstech.com/hs-fs/hubfs/image-png-Oct-09-2025-07-40-42-4170-PM.png?width=670&height=260&name=image-png-Oct-09-2025-07-40-42-4170-PM.png)   - [Getting started](https://crm.streamworkstech.com/en/engagements/getting-started?hsLang=en#main-content) - [Account Help](https://crm.streamworkstech.com/en/engagements/getting-started?hsLang=en#account-help) - [Getting Started](https://crm.streamworkstech.com/en/engagements/getting-started?hsLang=en#getting-started) - [General](https://crm.streamworkstech.com/en/engagements/general?hsLang=en) - [Integrations](https://crm.streamworkstech.com/en/engagements/integrations?hsLang=en) - [Compilation Engagement](https://crm.streamworkstech.com/en/engagements/compilation-engagement?hsLang=en#main-content) - [Working Papers](https://crm.streamworkstech.com/en/engagements/compilation-engagement?hsLang=en#working-papers) - [Firm Admin](https://crm.streamworkstech.com/en/engagements/compilation-engagement?hsLang=en#firm-admin) - [Firm Dashboard](https://crm.streamworkstech.com/en/engagements/compilation-engagement?hsLang=en#firm-dashboard) - [Client Requests](https://crm.streamworkstech.com/en/engagements/compilation-engagement?hsLang=en#client-requests) - [Engagement Settings](https://crm.streamworkstech.com/en/engagements/compilation-engagement?hsLang=en#engagement-settings) - [Engagement Dashboard](https://crm.streamworkstech.com/en/engagements/compilation-engagement?hsLang=en#engagement-dashboard) - [Template Library](https://crm.streamworkstech.com/en/engagements/compilation-engagement?hsLang=en#template-library) - [Archive Engagements](https://crm.streamworkstech.com/en/engagements/compilation-engagement?hsLang=en#archive-engagements) - [Active Engagements](https://crm.streamworkstech.com/en/engagements/compilation-engagement?hsLang=en#active-engagements) - [Review Note Summary](https://crm.streamworkstech.com/en/engagements/compilation-engagement?hsLang=en#review-note-summary) - [User Management](https://crm.streamworkstech.com/en/engagements/compilation-engagement?hsLang=en#user-management) - [Getting Started](https://crm.streamworkstech.com/en/engagements/compilation-engagement?hsLang=en#getting-started) - [TAX](https://crm.streamworkstech.com/en/engagements/tax?hsLang=en) - [Quick-Start Guide](https://crm.streamworkstech.com/en/engagements/quick-start-guide?hsLang=en) - [Review Engagement](https://crm.streamworkstech.com/en/engagements/review-engagement?hsLang=en#main-content) - [CMS Author - Template Library](https://crm.streamworkstech.com/en/engagements/review-engagement?hsLang=en#cms-author-template-library) - [CMS Author - Notes Library](https://crm.streamworkstech.com/en/engagements/review-engagement?hsLang=en#cms-author-notes-library) - [CMS Author - Risk Library](https://crm.streamworkstech.com/en/engagements/review-engagement?hsLang=en#cms-author-risk-library) - [CMS Author - Procedure Library](https://crm.streamworkstech.com/en/engagements/review-engagement?hsLang=en#cms-author-procedure-library) - [CMS Author - PBC library](https://crm.streamworkstech.com/en/engagements/review-engagement?hsLang=en#cms-author-pbc-library) - [CMS Author - TB library](https://crm.streamworkstech.com/en/engagements/review-engagement?hsLang=en#cms-author-tb-library) - [Release Notes](https://crm.streamworkstech.com/en/engagements/release-notes?hsLang=en) [![Streamworks-Tech-Logo-Horizontal_Dark](https://crm.streamworkstech.com/hs-fs/hubfs/Streamworks%20Tech-Logo-Horizontal-Dark.png?width=475&height=60&name=Streamworks%20Tech-Logo-Horizontal-Dark.png "Streamworks-Tech-Logo-Horizontal_Dark")](https://streamworkstech.com/) streamworkstech.com Help Center Copyright © 2025, Streamworks Tech Inc. ```json { "@context" : "https://schema.org", "@type" : "VideoObject", "caption" : { "@type" : "MediaObject", "contentUrl" : "https://crm.streamworkstech.com/media-transcripts/199069928025/en.vtt", "inLanguage" : "en", "name" : "en Captions" }, "contentUrl" : "https://23994175.fs1.hubspotusercontent-na1.net/hubfs/23994175/Streamworks%20Tech%20-%20Knowledge%20Base%20Videos/Engagement/Streamworks%20Engagement_App___Adding_a_Client.mp4", "dateModified" : "2025-11-06T16:03:32.080Z", "duration" : "PT1M4.811S", "height" : 1080, "name" : "Streamworks Engagement_App___Adding_a_Client", "thumbnailUrl" : "https://23994175.fs1.hubspotusercontent-na1.net/hubfs/23994175/Streamworks%20Tech%20-%20Knowledge%20Base%20Videos/Engagement/Streamworks%20Engagement_App___Adding_a_Client.mp4/medium.jpg", "uploadDate" : "2025-11-04T19:45:32.507Z", "width" : 1936 } ```