How to Create New Clients in Ping
Thursday, October 1, 2026 at 5:48 PM
Here's a quick demo on how to create clients in Ping. So we're gonna start by going to the clients page here on the left,
then we're gonna click on new client.
So client is gonna be the company name and then contacts are gonna be the people associated with those companies. So it's important to link these contacts to the companies or the clients because that's gonna allow us to pull all the email communications and pull all the meetings that you have with these people and connect them to the clients so then you can use Ping to search, use that AI feature, uh, draft email, start workflows, all of that. So that's why it's so important to connect contacts to these clients. So for example, the company name would be ABC Cafe.
And then if you wanna link a client... A contact,
um, you can search for them. So if I already have someone, for example, this test person here or if I wanna create a new one, I can enter their email here. Let's say tester123@gmail.com.
And then let's say their name is Steve Martin.
K?
Down below, can also assign these clients to teams. So I can set up different teams so only specific people in my firm can see, uh, these specific clients, but I'm gonna leave that blank for now. And I'll click create client,
then it'll pop over here. So now you can see this new client and the contact associated with it. You can always add more people to these. So I can search... Let's say I want Emma.
Um, here we go. Link that contact. I can also add new contacts. But all of these contacts, all of their information, meetings, emails is being connected to this client. So now when I open this client page
and I initialize the memory, it's gonna pull all the email communication from those clients.
And because these are tests, it's not gonna have anything, but it will pull all the email communication and meetings from them, drop it here in this timeline so you can see everything, and then you can use AskPink to communicate with all that information. So that's why it's so important.
And that's why we need to get these clients connected with the contacts.
But that is how you add a new client and that's how you can go through and start using that information.
Enjoy using ping.
Summary
The demo shows how to create a client in Ping and link the people associated with that company. Linking contacts lets Ping connect emails and meetings to the client for search, AI-assisted drafting, and workflows.
- Go to Clients → New Client, enter a company name (example: ABC Cafe), then select an existing contact or add one with an email and name.
- Client access can be limited by assigning the client to a team; this is optional.
- After creation, you can add more contacts. Initializing the client’s memory pulls associated email and meeting history into its timeline for use with AskPing.