Steps to Add a New Client in Qualer

• Navigate to the SERVICE tab.
• Select MANAGE CLIENTS.
• Click Add Client... in the TOOLBOX on the right side of the page.
• Search for the client's account in the Qualer network:
  • If found, select the client.
  • If not found, click Enter New Company Information.
  • Complete the contact information screens to add the new account.

• Additional options on the Information screen:
  • Prospect: For potential clients not yet fully onboarded.
  • Hidden: For clients that should not be displayed in regular searches.
  • Update client status to Approved once a ‘Prospect’ becomes a full client.