Below are the steps to add a client to the system. These steps also apply when you want to add a new lead. 

Step 1: Click “Add new client” on the client list page:

  Step 2: Enter the required information on the “Add new client” page:

On this page, there are two items you need to pay attention to:

• Pricing level: Select a markup group for this client. Learn more about markup groups and how to create them. 
• Checkbox “Send an email invitation”: If this checkbox is selected as default, the client will receive an invitation email to create a free account. If you add this client for managing information only and you do not want to invite them to create an account, you can uncheck this checkbox. 

Step 3: Click Save & Send button

Account status

If you select the checkbox to invite the client to create an account, you can manage the status of the client’s account creation on the client list page.

• Pending: The client has not created an account from your invitation email. You can click on the "Resend invitation" button to resend an invitation if necessary.
• Active: The client has accepted the invitation and created an account.  

After you add a client, you can click on the “View” on the right to manage the detailed information of the client.