How to add a new individual client
From the dashboard screen you can click on the New Client button in the top left hand corner of the screen.
Select the adviser to which this client will be aligned and select Individual and press Next: Client Details.
Add in the client’s details and select Next: Add Client. Please note the telephone number fields are optional but all other fields are mandatory.
When you click on Next you will be able to add this client, start a quotation, start new business or add another client.