2018 DMS Connect Agent Portal Getting Started.doc

Adding a Client

To add a new client to your mailing list, click the red circle at the bottom, right of the page.

You can choose to ‘Add Individual’ (Blue Icon) or to ‘Add Company’ (Yellow Icon). Click the appropriate icon.

An ‘ADD’ page will open to create your client’s record. Fill in the fields. Once complete, click the ‘SAVE’ button on the bottom, left of the screen. This client will be added to your mailing list.

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