Step 1: Creating a new client profile.

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Add your client’s personal information, plus email address and the affiliate who referred them to you.  If they don’t have an email address, type none@none.com.  All fields can be changed later except for the client’s name.  The clients name is permanent. When you have completed the profile click NEXT.

 

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Congratulations, you’ve added a client!  In the future if you ever stop working with this client, mark him as “Inactive” and he’ll disappear from the active client list.


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