How to add new clients under your account?

Adding new clients is very simple. Just click on “Add New Clients” under the “Clients & Leads” tab and under the clients section. Fill out the details (name, email, phone, etc) and submit the form. The client will be saved in your account under your client’s list.

Additionally you can also add a client from your Message Center. When you receive an inquiry in your “Message center”, you can save the sender of that inquiry into your client’s list. To do this, open the message sent by that member, there you will see “add as a client” () icon on top of the message. Click on this icon and a short submission form will open, fill out the details and click on “submit”. The member will be saved in your clients list for future correspondence.