Getting Started-Add a Client

Step 1:

  • Click on +Add Client

  • Complete the fields.

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:

  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.