Step by Step - Assign a client to an Agent
1. Locate the Main Menu and Click on 'Clients'
2. Click on 'Add Client'
3. Fill out the required information and scroll down
The required fields have a red asterisk.
4. Click on 'Yes' to answer the question 'Is this Client property of the Agency?'
5. Make sure to fill out the required fields. Click on 'Create a Client'