Getting Started-Add a Client

Step 1:

• Click on +Add Client

Open

• Complete the fields.

• Open

  

  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:

1. To edit or update a client, select your contact and click on edit.

2. or click on Details

Step 4:

• To add a contact connected to a client (eg. Lawyer, Mortgage Broker, Spouse etc.), click on Add Contact (when you are in the specific client’s profile).

• 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.

Step 5:

You can add additional fields for your client/contacts by clicking on ‘Actions' and on Additional Fields.

• 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.

• Once finished, click on Save.

Step 6:

• To delete a client, click on the client to open their information.

• Click on Action.

• Click on Delete Contact.

This will delete the contact from your list.