Once a client label has been created, clients in your ISN database can be added!
To add a client to an existing client label, navigate to Clients/Agents -- Clients -- Clients:
Then, click on the pencil icon of the Client that is to be added:
If you have any questions about this process please let us know! You can reach us by chat, email at email@example.com, or phone at (800) 700-8112.