Depending on your workflow and process clients can come from a variety of settings like a meeting or a phone call before creating a profile. Use this to learn how to add a client that hasn’t created their own account.
1. From Mission Control select Client.
2. Select Add Candidate.
3. Fill in the applicable information.
4. Select Add. Now your candidate has a profile they can log into and complete their profile.
Now It’s Your Turn.
Use the above steps to see how this works first hand.