Before creating a roadmap, it is recommended to input all of the details of your client in the Clients section. You can add clients via the Add Client List or Add Client buttons. Client lists can be imported using the csv provided in the modal or input one by one on Add Client.
It’s important to note that no special characters are accepted so if the client requires an ampersand, it will need to be spelled out for the client. As of the recording of this video, only individuals have the ability to be bulk imported via CSV.