When adding a new client keep in mind that all clients that have worked with you in the past are already saved in your ISN.
To add a new client click on the "Clients/Agents" tab in the blue ribbon. If you hover over "Clients" it will bring up a drop down where you can choose "Clients".
Next click on the green "Add Client" button.
Enter the client information. The 4 main things you will want to make sure to enter is:
- First & last name
- Mobile Number
- Click the "Send SMS Events" checkbox
There is also an area for the current living address (if you need it), Client Notes and Client Labels*.
Finally, after you have made sure that you have entered all the information needed. You can click on the blue "Add Client" button.
*To learn more about "Client Labels" check out our help article here.