How to Add a Client in a Listing
Step 1: In the Nexone Office Dashboard, select «Listings» from the list on the left of the screen.
Step 2: On the Listings Dashboard, press on «Kits». The Kits menu showcases all your listings.
Step 3: Press on the pencil aligned next to the kit you would like to add a new client to.
Step 4: Scroll down to the «Clients» section and select «+Add Client» to add a new client to your listing.
Step 5: Fill-in the appropriate client profile fields.
The following fields are mandatory:
Title
First Name
Last Name
Step 6 (optional): To add an email address, scroll down to the «Emails» section. Enter your client’s email and press on «+Add».
Adding an Email will let you send EDMs.
Step 7: Press on «Save and Close» on top of the screen to complete the customer addition.
Congratulations on adding a new client.