How to create client account using details from your CRM

If your CRM has been connected, you can create a client account using the information from your CRM.

  1. To do this, login, then using your account drop down in the top right of your window, select ‘All Clients’.
  2. Select the ‘Create User’ button in the top right.
  3. If your CRM has been connected, you will then be able to enter the client’s unique ID from your CRM, which will pull information from your CRM to create the client’s account.
  4. Please contact your System Administrator if you are unsure whether your CRM has been connected.

How to create a client account using details from your crm

Head here to learn how to manually enter details to create a client account.

★ Admin and Power Users only This function is only available to those with an Admin or Power User account. If you don’t have access, but think you should, please contact your system administrator.

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