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Client List - Adding a New Client (Basic Info) Part I
Client List - Adding a New Client (Basic Info) Part I

Overview of adding new clients to the system and then setting up basic functions for client delivery.

Gabriel Buck avatar
Written by Gabriel Buck
Updated over a week ago

To begin setting up clients, go to the left-hand navigation under Clients, and select List, from the List, select Create.

Select Create to launch the client setup wizard.

New Client Information

From the New Client Modal, you will add the Company Name, First Name, Last Name, Email, and Status.

You have several Client statuses to choose from that include New, Pending, Working, Waiting, Dead, Inactive, Active, Late, Suspended, and Closed. To make a client Active, select Active when you are ready to start delivering leads.

Once you have added the basic client information you are ready to move to the next phase of the Client setup.

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