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Step 1 – Click on the ‘Clients’ tab. Step 2 – Select the client for which you want to add a new user. Step 3 – Click on ‘Add New SPOC’ and insert the details of the new user.

A customer success team member would add the details of a new client when a deal is confirmed. Step 1 – Go to the ‘Clients’ tab. Step 2 – Click on ‘Add New Client’ on the top right of the page. Step 3 – Add ‘Company Details’ and click on next. Step 4 – Add.....

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