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. Ensure when you fill in the Client address page that you select the address type as Registered and Main.
6. Click Save.