Once a client category has been created, clients in your ISN database can be added!
To add a client to an existing client category, navigate to Clients/Agents -- Clients -- Clients and then click on the pencil icon of the Client that is to be added:
Add Clients to Client Category
This article shows you how to add a client to a category.
Written by Josh Greenway
Updated over a week ago
Updated over a week ago