How do I add a client group?
Articles in this section
- How do I add a To-do in the Partner Portal?
- How do I add a client group?
- 5 top tips for managing clients
- How do I ungroup clients?
- How to invite one or multiple clients to the portal
- How do I merge clients?
- How do I assign staff to client files?
- How do I add a co-owner?
- How do I perform bulk actions on the client list?
- How clients can activate their wealth portal