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Add New Client Wizard Tutorial
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Getting to the Wizard To get to the Add New Client Wizard Click Add Client. Click Start Wizard If you exit the wizard before completing all of the steps Click Add Client. Locate your client's name from the drop down menu shown. The system will then allow you to modify ...
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I exited out of the Add New Client Wizard prematurely. What do I do? |
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I exited out of the Add New Client Wizard prematurely. What do I do? Step 1. Download the Census Template (The link to re-download this can be found under Clients > Choose an action > Census Upload)Step 2. Add Company Information (If you back out it's available under Choose an action > ...
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