Add clients in Client Management

To get started in Client Management, you'll need to add clients first.

The Clients and prospects list groups clients into client folders. When you create a client, the system automatically adds a client folder.

If you don't have a client folder in the Clients and prospects list for your client, follow these steps.

1. From the Clients and prospects list, click Add clients then Create client.
2. Select In a new folder on my client list, then Next.
3. Choose the relevant Client type.
    NOTE: The system will automatically add a client folder based on the name of your client. 
   
4. Work through the wizard, selecting Next when you've completed each page.
5. Click Save.