Adding a Client to Your CRM

Description: If you do not have a list of clients to import into your CRM, or if you only need to add one or two clients, you can do so manually in the CRM by using the Create Client option.

1. Log into your website
2. Navigate to FlexCRM - Clients
3. Click the add client icon on the top right of your client list
   1. Add basic client information
   2. Add tags if applicable
   3. Select the preferred agent
   4. Select role, status, and urgency
4. Click Create