How to add a client

In this article, we'll show you how as an agent, you can connect with your clients so you can start a new deal with them or invite them to an existing deal.

Add a client

Click on the + sign next to My Clients on your dashboard or on the My Clients page

Once you click on "add client" you will be able to enter the client's email address and name. Your client will receive a welcome email and when they accept you will be connected! 

Add client to a Deal

After already creating a new deal, add your client by either:

Clicking the "+" next to the Buyer or Seller section