To create a new client AND a project, click New Lead/ Project and add name
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Then add clients contact information by clicking on "Enter Client Contact"

Then click Save

Now John Schmall has been added to the Client Relationship Manager (CRM)
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We can also edit the clients information by clicking projects then contacts
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Now we can search in the CRM for the client

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If you click on the clients name you will see their information 
You can edit clients information by clicking Image Placeholder


If we need to create another new project for John Schmall.
Click New Lead/Project
Add job title 
Click Enter client contact



Click CRM and search John Schmall then click save


Now we can see all of the clients information has been carried over.
Click edit

Click projects there you will be able to see all projects attached to the client