1. Click on CRM

    

2. Click on Clients

    

3. Click on Add Client

    

4. Type in Client Name

    

5. Select Line of Business

    

6. Select Office Location if applicable

    

7. If applicable select parent client

    

8. Select Client Status

  • Active  
  • Inactive   
  • Do Not Staff    
  • Prospect

        

9. Select Applicable Account Type

          

Configurable in Settings>> Code Tables >> Client Account Type

        

10. Select Applicable Rate Configuration

          

Configurable in Settings >> Company Profile>> Rate Configuration

        

11. Select Designated Account Manager

    

12. Click on Add to Save