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Client List - Adding a New Client Part VI
Client List - Adding a New Client Part VI

Use the new client wizard to setup each new client with their delivery settings.

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

From the Client information page, you have the ability to add more information about your Client.

You can add address information, notes, security, and login information for their Client Portal, Permissions, add Orders, and Billing.

With Client Portal Permissions, you can decide if you want to expose things like Lead Source, a Lead Grade, Show Campaign, all available to display in the Client Portal, where your clients can retrieve their leads. You can configure LeadExec to notify them via email every time they receive a new lead, and then they can manage their leads from the Client Portal.

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