👥 Learn how to set up clients, contacts, and prospects in your Dolibarr CRM. This is the foundation of your system — and we’ll show you how to get it right from the start. #DolibarrCRM #ClientManagement #MokoConsulting
👥 Setting Up Clients, Contacts, and Prospects
Your CRM begins with your relationships — and Dolibarr makes it easy to manage clients, vendors, and leads all in one place. Here's how to get started.
🏷️ Third Parties Overview
In Dolibarr, the "Third Parties" module is where you create records for:
- 🧑 Clients and Customers
- 🏢 Vendors and Suppliers
- 📌 Prospects and Leads
Each record can contain full company details, associated contacts, payment terms, tax settings, and categories.
➕ Adding a New Third Party
- Go to Third Parties > New Third Party
- Choose the type (Customer, Supplier, or Prospect)
- Enter:
- Company or individual name
- Address and contact info
- Status and category (optional but recommended)
- Save the record to access more tabs (contacts, bank info, pricing, etc.)
💡 Pro Tip: Use categories to segment clients by region, service type, or industry.
👤 Adding Contacts to a Client
Once a third party is created, you can associate one or more contacts:
- Go to the third party profile
- Click the Contacts/Addresses tab
- Click Add Contact/Address
- Fill in the name, role (e.g., manager, billing, support), and email/phone
This keeps communication and roles clear across your CRM.
🔁 Converting Prospects to Clients
As your leads grow, convert them without duplicating data:
- Open a Prospect record
- Change their status to "Customer"
- Save changes to automatically reclassify the third party in all modules
🔒 Access and Permissions
Only users with access to the Third Parties module can:
- View or edit client records
- Add or remove contacts
- Assign sales reps
Ask your administrator to adjust access as needed from the 🔐 Client Portal or the Dolibarr admin interface.
🛟 Need Help?
- 📝 Submit a support ticket if you're unsure where to start
- 💬 Use live chat for quick assistance
- 📚 Check the Knowledge Base for videos and walkthroughs
Your CRM is only as good as your data — and we're here to make sure your client setup is accurate, organized, and actionable.