Adding a Lead

1. Click the Add lead button in the left sidebar of your home dashboard.

2. Add the client’s name as the title, and choose their Status. If they are in a stage further along than Lead, change it in the details sidebar that appears.

   

3. They will be added to your Sales CRM which can be found in Clients.

Adding a New Active Client

Active clients are clients currently subscribed to you monthly.

1. Click the Add active client button in the left sidebar of your home dashboard. This will create a dedicated client portal that you can share.

2. Enter a title and fill out the detail properties that appear on the right side (pictured beloow).

   

3. When ready, click Share in the top right of the page and add your client’s email. Select the Can Edit or Full Access options to allow them to use the portal.

4. Once your client is added, they will be able to create new requests, leave comments, add their brand assets/guidelines, and use the built-in contact form.

5. This client will appear in your list in Clients.

Inactive Clients

If a client is no longer working with you, you don’t have to delete their entire portal. Instead:

1. Open their portal.
2. Click Show details below the title of the page to open your sidebar.
3. Change their Status to Inactive.

This will allow you to save their portal in case they come back in the future.