Instantly
Instantly is an AI-powered cold email outreach tool designed to automate lead generation and follow-ups.
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How to add a new client in Instantly

Here is how to add a new client in instantly

  1. First click on your profile icon in the bottom left sidebar
  2. Then click on "Settings" in the left menu
  3. Next, click on "Account & Settings" in the top settings menu
  4. Then, click on "Agency" in the left settings menu
  5. Now click on the "Enter client email address" input field and enter email
  6. Next, click on the "Select permissions" dropdown button
  7. Then click on an option from the permissions list
  8. Next, click on the "Select permissions" dropdown button
  9. Finally, click on the "Add" button

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Why should you add a new client in Instantly

Instantly is your streamlined tool for seamless client management and growth.

Adding a new client in Instantly is designed to be intuitive, making onboarding a breeze. This feature prioritizes efficiency, ensuring that your team can focus more on client relationships and less on administrative tasks.

The benefit of this feature lies in its simplicity and time-saving nature, as it minimizes setup time and maximizes your productivity. Using Instantly to add clients ensures that every new contact is organized and accessible, amplifying your business’s potential for success.

Last update
August 3, 2026
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