1
Navigate to [https://www.semrush.com/projects/](https://www.semrush.com/projects/)
2
Click "Agency Solutions"
3
Click "CRM"
4
Click "Add new client"
5
Copy and paste the client name from the onboarding form
6
Add the logo from the client intake form
7
Copy and paste the website URL here
8
Click "Customer"
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Click "Active"
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Choose the industry best you can. If this is an online store, choose "Retail Sales"
11
Click "United States"
12
Add the city from the intake form
13
Add the contact's name from the intake form
14
Add the email address for our contact from the intake form
15
Add the job title from the client intake form
16
Add the phone number
17
Type "+1"
18
"Enter any necessary details" that may be pertinant
19
Click "Add client"
20
Click "Add projects"
