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Creating a New Client in your Clients Database:
Click on the NEW CLIENT link at the top of your Clients Database, then enter your client’s information as applicable. Be sure to click the SAVE button at the bottom of this page. Once your client information page has been saved, notes and reminders can be set.
Setting a Client Type:
Client types help you to track and manage your client database. From the client information page, click on the orange Client Type link and the client type window will be displayed. To assign a type choose from the drop-down list and click Go.
Adding a Client Type :
From the Clients Type screen, enter the new client type on Add New Client Type box then click ADD.
Delete Client Type:
On the Clients Type screen, select the client type you wish to delete and click the blue DELETE button.
NOTE: If you have your clients in an Outlook, Excel or Top Producer database, please review the video on Importing Your Client Database