Manually create a client profile, send an invitation to a client, or let the system automatically generate leads from submitted online forms.

You can also turn on/off the ability of clients to Sign Up for an account on their own.

How to create a new client profile. To create client profile go to clients and click on add client. You can fully customize the client profile form. Look for an article on Client Profile or Custom Forms.

Invite a client by going to Clients, click on 'Add Client' and then you can Click on Invite a client.

Automatic lead generation. When an online form is submitted, a new Lead client is created automatically.

You can go to Clients and filter by 'Leads' to see a list.