Adding new clients and leads
Updated over a week ago

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.

In this article, you will learn about:

To start, make sure you have the following:

Creating a client or lead profile - Step by step

    1. Click on Add a New Client under Quick Start

    2. Complete the form with your lead's/client’s information

    3. Under Status, select Client or Lead as needed

    4. (Optional) If you need to assign this lead/client to a specific affiliate, select the affiliate under Referred By

    5. (Optional) Right below Assigned To you can select the team member(s) that will be assigned to this specific lead/client

    6. (Recommended) Set Portal Access to On

      Portal access can’t be enabled for leads. Once you set them as a client you can turn it on.

    7. Select an Agreement from the dropdown menu

      This step only applies when adding a new client.


      Important Note

      Your agreement choice for a client can be reset once you set it here if needed. We do not recommend selecting "No Agreement" unless this is for a free client. Choosing “No Agreement” will lock the client profile from being able to have their agreement reset.

    8. Select English or Spanish as the Portal Language for your client’s onboarding process

      This step only applies when adding a new client.

    9. Click on Save


What you can do now:

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