Adding a Client

Adding a Client

Step 1: Click on ‘Add Client’.

Step 2: Fill in your client’s information.

Step 3: Choose an Assignee to manage the client.

Step 4: Once these steps are completed, you'll be all set to work with your new client!

Internal review notes before publishing

• Add when to add a client directly vs create a lead first.
• Add duplicate email handling.
• Link to import/migration docs for bulk client creation.