Step 1:
Click on +Add Client
Complete the fields.
| Info |
|---|
The Email field is mandatory |
Once completed, Save all Contact information
Your client will now be added to your contact list on the left side of your homepage.
Step 3:
To edit or update a client, select your contact and click on edit.
or click on Details
Step 4:
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To add a contact connected to a client (eg. Lawyer, Mortgage Broker, Spouse etc.), click on
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Add Contact (when you are in the specific client’s profile).
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If the contact has the same information as your client, click on ‘Actions’ and select ‘Copy to new contact’ as shown below.
-Select ‘Save All Contact Information’ to save contact.
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Step 5:
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You can add additional fields for your client/contacts by clicking on ‘Actions' and on
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Additional Fields.
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Default add client fields section is where you can turn ON or OFF the field that you wish to add or remove from your client/contact profile as shown below.
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Once finished, click on
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Save.
Step 6:
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To delete a client, click on the client to open their information.
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Click on
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Action.
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Click on
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Delete Contact.
This will delete the contact from your list.
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