How do I set custom field values while adding a new client?

To set custom field values while adding a new client, follow these steps.

Step 1: Click on the plus sign in the top-right corner of the panel.

Step 2: From the options that appear, select "New Client."

Step 3: Then you need to fill in all the necessary information; simply click on the 'plus' icon located next to the custom field to add it.

Step 4: Please enter the desired values for the custom field as per your specific requirements.

Step 5: To complete the process, please click the "Next" button and enter the client's contact details. Finally, click 'Save'.

This is how you can set custom field values while adding a new client.