Step by Step - Assign a client to an Agent

    1. Locate the Main Menu and Click on 'Clients'

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    2. Click on 'Add Client'

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    3. Fill out the required information and scroll down

The required fields have a red asterisk.

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    4. Click on 'Yes' to answer the question 'Is this Client property of the Agency?'

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    5. Make sure to fill out the required fields. Click on 'Create a Client'

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