Watch the Video Below or Scroll Down for Written Instructions
1. Click Client Tab
2. Click Add Client
3. Enter the Client details. You must enter at least the Company Name or the First and Last Name.
4. Click Create Client
5. You will then be taken to the Client Profile so you can get to work!
::Note:: If you are unable to see the Add Clients button OR cannot see clients after adding them to the system, it is due to not having the correct permissions set. Please ask your account owner to update your permissions accordingly. ::Note::