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Client List - Agency



As an agency that manages multiple clients, you’ll enjoy keeping them organized within the Client List. Here, you’ll have quick access to client details simply by selecting them from the list. Within a client group, you’ll have a variety of options to choose from in order to attain that information as well as perform overriding tasks.

 

Choose a Client List related item to learn more:

 




View and edit client info



Masquerading as a client



 Or jump to one of this feature's FAQs:

 

How do I add a new client?

How do I properly complete an MSA certificate?

 

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