How to Create a Client/Prospect

Quickly Create and Manage Clients or Prospects from Your Dashboard.

1. From the home page, select the People tab located on the left of the site.
   
   
2. Select the purple "Add a Person" button in the top right.
   
   
3. Choose either the Prospect or Client option. Then fill out the First and Last name with the email of the Prospect or Client (Note: The name of the prospect or client will need to match the name for the Dossier or uploaded documents for the best results).
   
   
4. Click on the "Add new Person" button and verify the client or prospect has been added to the list within the People tab.