When you create client profiles, StarAgent will want you to add a 'Client Type' to their profile. This categorization of clients can be a useful tool to organize, filter and manage your clients more efficiently.
Before You Start..
- You can create as many client types as you want, and assign them to any number of clients, as you wish.
- However, you can assign only one client type to a particular client.
- Editing or deleting any created ‘Client Type’ is possible on StarAgent.
Create Client Type
- Go to Settings >> Client Types.
- Under ‘Manage Client Types’, enter in the client type you want, and click 'Add'.
That's it!
✨Tip: To edit a client type, click on the 'Edit' option, and to remove a client type, click on the ‘Delete’ option corresponding to it. You’ll soon see the updated list under the Client Type Table. |
After setting up the ‘Client Types’, go to the ‘Clients’ tab and assign the most appropriate Client Type for each client.