When you are logged in to your account on Ethos, you have two choices for adding a client:

• Click on the 'work with a client' icon in the middle of the page, then click on 'add a client or lead'
• Using the dropdown menu on the left side of the screen, click 'clients' then 'clients and leads' and then click the '+ add client' icon.  

Add one client 

If you are adding one client or lead, enter the client or lead's information on the following screen and click "Add client".

No personal information is required. Feel free to use initials or pseudonyms if you'd prefer not to use client names.

Import multiple 

If you are importing multiple clients or leads, check that your .csv file has the required columns and then click "Select file to import".

Ethos will import your list and notify you when the list has finished importing.

Merging clients 

If you need to merge clients, click on the "merge" icon and you can combine different clients.

Exporting clients

If you would like to work offline with your list of clients and leads, click on the "export" icon to download the list into a CSV file.