How to fill a new client with Smart paste

Smart paste turns a block of text into a client form. Copy a customer's message, an email, a support ticket or a lead, open Clients -> Create Client and click Smart paste next to the page title.

1. 1
   Copy the text

   Copy the message, email, ticket or lead from wherever it is.

2. 2
   Click Smart paste

   On New Client, click Smart paste at the top, next to the title. Genaya AI reads the text.

3. 3
   Check what it filled

   It fills the EMPTY fields: title, name, company, phones, email, address, lead source, which of your companies the client belongs to, and your client custom fields. It never overwrites what you already typed.

4. 4
   Click Create client

   Review, add anything missing and click Create client. Nothing is saved before that.