Creating a Client
Learn about the required fields and process for creating a new client in Xtreim.
To successfully create a client in Xtreim, the following mandatory fields must be provided: First Name, Mobile Phone, Email Address. Please ensure that all required information is accurately entered.
Steps to Follow
- Navigate to the Clients section
- Click on 'Create New Client'
- Enter the client's First Name
- Enter the client's Mobile Phone number
- Enter the client's Email Address
- Fill in any additional optional information
- Save the client profile