Below we'll cover advanced client creation and walk you through the steps to add a new client group or entity.
For a detailed overview of creating a listing, watch this video demo.
For a guide on creating individual clients, head over to this article.
Quick Video Tutorial:
Steps to Create a Client Group or Legal Entity
Go to your Client Tab
Click New Client.
Select Multiple Clients for creating a couple or group, or select Legal Entity for an LCC or Trust etc.
Enter in how you would like the names of your clients or the entity name to appear on all contract.
Input the email and legal names of each individual who is part of the client group or entity.
You can now add documents like the Exclusive Right to Buy or Sell into the profile of the group you just created by clicking Buyer Documents or Seller Documents, then click Add.
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