• To add a new client, go to “Clients” and click on “Add New Client”
• Fill in all the details of the client like personal details, account details, property details, or any other additional details
• Details marked with “*” are mandatory
• When done, click on “Save” to add them to your clients’ list

Here are the steps for Web:

Step 1:   To add a new client, go to “Clients” and click on “Add New Client”.

Step 2:   When done, click on “Save” to add them to your clients’ list