Follow the steps below to create a client:
- Enter the Name of your client
- Enter the Website URL. It should start with either http:// or https://
- Choose Account(s).
- Switching 'Sync Existing Reports' toggle ON, links all the reports created previously using the chosen account to the client.
- Choose an Account Manager.
- Choose the Mode of Payment.
- Click Upload button to select a logo. Choose a logo from your computer, Facebook, Amazon cloud, Google Drive etc. The Ideal size of the logo file is 64 x 64 pixel.
- Click on Save.
Have further questions about creating a client? Feel free to reach out to us at [email protected]