Client types are the additional classifications that are given to help you define your clients (e.g. "prospect"). You can assign only one client type to a particular client. Once you set up client types on StarAgent, you can assign them to any number of clients, whenever needed.
Create Or Remove Client Types
- Go to Settings >> Client Types.
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- Under ‘Manage Client Types’, enter in the client type you want, and click 'Add'.
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All set! Now, you can scroll to the bottom of the page to see your new client type listed in the Client Type Table.
✨Tip: To remove a client type from the list, click on the ‘Delete’ option corresponding to it. You’ll soon see the updated list under the Client Type Table. |
Assign A Client Type
- You can assign any from the created Client Types for your client while creating a new profile for the client in StarAgent.
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- To edit an already assigned Client Type, go to ‘Clients’ (in the left sidebar) >> navigate to the required client profile >> click on ‘Edit’ >> choose the required option from the 'Client Type' drop-down menu >> hit ‘Submit’.
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