8. How to Add & Import Clients

Path in Zenith: Clients

Clients are your existing customers — separate from Leads, which are prospects.

1
Add one client manually: Clients → 'New Client' → fill Name, WhatsApp number (with country code, e.g., 917000000000), Email, Tags, Notes → Save.
Capture: New Client dialog filled with a dummy contact. Highlight: the number format and Tags field.
2
Bulk import: click 'Import' → 'Bulk Import Clients'. Both CSV and Excel (.xlsx/.xls) files are accepted.
Capture: Bulk Import Clients dialog. Highlight: the file upload area.
3
Upload the file → map your columns to Zenith fields (Name → name, Mobile → phone…).
Capture: Column-mapping screen. Highlight: the dropdown mapping.
4
Zenith validates numbers — invalid/duplicate rows are flagged. Fix or skip them → Import.
5
Verify: filter the Clients list by the tag you imported to confirm the count.

Tips

•Numbers must include country code (91 for India) — without it, messages will fail.
•Only import people who know your business / gave their number. Cold-blasting strangers gets your number blocked and your quality rating destroyed.