Onboard Existing Clients

You can onboard existing clients and prospects manually or via CSV by navigating to Clients as shown here:

Click ADD NEW CLIENT

Manually:

• Fill in the required information and click ADD NEW CLIENT.

CSV:

• Download the CSV by clicking the download icon.
• Fill in the fields with your clients' details.
• All fields are required, except for the email field.

• Save the file and click the icon to upload your CSV file.