How to Add a Client Contact

Last updated: 31 July 2026

Create a Contact Form

1. Go to the My clients section and click Add contact.

   info

   You can speed up the client's registration process by sending them a referral link:

   • Click the Copy button in the Your permanent link for client registration field at the top of the page.
   • Paste the link from the clipboard into a message or email you're sending to a customer. How to Sign Up for edna Pulse on Your Own and Get Started

2. Enter the name of the client's company.

3. Enter the company's contact person.

4. (Optional) Specify the company's email address and add a comment.

5. Click Create.

Wait for the Form to be Processed

The edna manager will receive a notification about the creation of a new contact.

tip

When the manager contacts the client, selects commercial terms for them, and completes the form, the contact status in your edna Pulse personal account will change to Lead.