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Managing Your Clients
Client Onboarding

Client Onboarding

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Got your first client! Now what?
How do I setup an online agreement for my client to sign?
How do I turn on the client portal for a client?
Importing a CSV file
Adding new clients and leads

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Legal disclaimer: The information contained on this site and our guides are for educational and informational purposes only. It does not constitute legal advice, nor does it substitute for legal advice. Persons seeking legal advice should consult with legal counsel familiar with their particular situation as consumer credit laws vary by state.