User/Client Management

User/Client Management

FAQ - User/Client Management

Adding Clients

Adding clients in the Client section will allow you to create new clients before assigning any data at all.  
 
  1. Click on Administration.
  2. Click on Clients.
  3. Click on the plus sign (+) next to the Clients header to Add Client
  4. Fill in the two required fields:
    1. Company Name
    2. Default Data Profile
  5. Fill in any of the optional fields:
    1. Cluster
    2. Client groups
    3. Additional Information fields
    4. Primary Contact Information fields
  6. Set Custom Branding if needed
  7. Enable Leads Management if needed
  8. When done click the Save changes button at the bottom and you're done!