Adding New Clients

Adding New Clients

To add a client opportunity manually:

1. Click + Add New Client (top right of the Pipelines page).

2. Complete the form fields:

   Field	Description
   Client Name*	The individual(s) or entity name.
   Stage*	Select the current stage (e.g., Discovery Meeting).
   Adviser*	The adviser managing this opportunity.
   Client Type*	New or Existing.
   Month Engaged / Estimated Completion*	Engagement and projected completion dates.
   Engagement Fee / Ongoing Fee (AUD)	Dollar values (no symbols).
   Referral Source*	Choose from your defined referral partners.
   Client Trigger	Reason for engagement (e.g., Starting a family, Better investment).
   Notes	Any background context or remarks.

3. Click Save Client.

💡 Tip: Use “Deposit / Pre-payment” checkbox to flag upfront payment clients.