In this article, we’ll go over how to create a new client/lead profile, turn on portal access, assign your client/lead to a team member, and other related settings.
Table of contents:
To start, make sure you have the following:
Complete your Team Member Profile (if applicable)
Creating a client profile - Video Overview:
Creating a client profile - Step by step
To add a new client profile to your account, follow the steps outlined below:
Click on Add a New Client under Quick Start
Complete the form with your client’s information
Under Status, select Client
If you need to assign this client to a specific affiliate, select the affiliate under Referred By
Use the Assigned To dropdown to select the team member(s) that will be assigned to this specific client
(Recommended) Set Portal Access to On
Portal Access will be automatically set to On once an Email Address is provided for the client.
Select an Agreement from the dropdown menu
Important Note
Your agreement choice for a client can be reset once you set it, if needed.
We do not recommend selecting "No Agreement" unless this is for a free client. Choosing “No Agreement” will lock the client's profile from being able to have their agreement reset.Select English or Spanish as the Portal Language for your clients' onboarding process
Click on Add Lead/Client
This will save your client’s profile and send an automated email so they can set their login details.