This video walks you through adding a client in SA with an explanation of each field. This video shows the old version of SA, but the concepts are the same.
Articles in this section
- 💻 Managing Your Clients - Interactive Training Course
- User Guide - Client and Lead Screens
- Add a Client
- 📽️ Add a Client - Explanation of Fields - Video
- Deactivate Clients
- 📽️ Deactivate Client - Video
- Reactivate Clients
- 📽️ Reactivate Client - Video
- Delete Clients
- 📽️ Delete A Client - Video