Creating a Parent Client
Morgan Volta
5 steps
22 seconds
1
Click ""
2
Click company.
3
Click here
4
Then check off the box next to parent company.
5
Hit ok and edit, and add the rest of the details to that parent company record.
Creating a Parent Client
Morgan Volta
5 steps
22 seconds
1
Click ""
2
Click company.
3
Click here
4
Then check off the box next to parent company.
5
Hit ok and edit, and add the rest of the details to that parent company record.
