There are four ways to add clients to Engage:
Creating a Roadmap
Clicking the 'Add a client' button from the client list.
Providing a client with the magic pricing link.
When Adding clients when creating a Roadmap
When you create a Roadmap by filling out the 'Client Information,' a client will automatically be added to your client list once your roadmap is saved during the final step of the process.
When Clicking the ”Add a client” button from the client list.
To add a client or multiple clients at one time, use the 'Add a Client' button within your 'Client List.'
You can add individual clients [Clients that dont earn a business income ] or
clients that do own a business [S-Corp, C-Corp, Schedule C, Partnership, etc.]
When adding a client through this window, you can include custom fields that apply to either this specific client or all clients in your database.
When a client gets the Magic Pricing Link™
When you send a client the 'Magic Pricing Link,' or when they access it on their own and complete the contact details screen, it will automatically create the contact in your client list.
When Importing clients from .CSV file
If you would like to import a client list, you can do so by uploading a CSV file.
The platform will provide you with a CSV file template. To make sure you upload the CSV correctly, click on 'Click here' and download it.
Make sure these fields are at the top of the list so that the platform can read them without errors
After you submit the CSV file, please click on "Save".
