1

Open the Clients view

From the left-hand navigation bar, select Clients to open your client list.Clients view showing the list of all companies in Spott
2

Add a new client company

  1. Click the Add Client button in the top-right corner of the page.
  2. A pop-up form will appear where you can enter details about the company. Pop-up form for adding a new client company, showing fields like Company Name, Industry, and Company Size
Fill in the company field. Spott’s database will automatically recognise known companies, adding their logo and any available public information such as website, industry, and company size.
3

Save the client

Once you’ve entered all the necessary details, click Create client to add the new client company to your database.
4

Explore the client record

After creating the company, you can edit and add more information in the client record view.
This view contains five main tabs:
  • Jobs – Open or past job orders for this client.
  • Notes – Internal notes for your team.
  • Contacts – People linked to this company.
  • Files – Uploaded documents.
  • Tasks – To-dos and reminders.
The Company Details panel on the right is always visible, regardless of which tab you are in.
5

Customise attributes

In the Company Details panel, you can store important information such as Stage, Domain, Industry, Size, and Description.You can also click + Create new attribute to add your own custom fields — for example:
  • Contract type
  • Account manager
  • Strategic priority level
  • CRM source
Custom attributes make it easier to filter, sort, and report on companies based on your workflow.
Keeping your client records complete and using custom attributes will greatly improve your ability to search, filter, and report on your client data in Spott.