Steps to add clients to an existing client list
Option 1:
Step 1 - Select Clients on the top navigation bar.
Step 2 - Use the Search Box, Sections or Company flags to find the clients you want to add to the list. Click the Check box in the first column to select the clients.
Step 3 - Click 'Create List' top right of the screen.
Step 4 - Leave the name field blank > Under 'Add to List' select the name of the existing list from the drop-down menu.
Step 5 - Click Save.
Option 2:
Step 1 - Open the client record.
Step 2 - Select the 'Details' tab.
Step 3 - Scroll down to Lists and select the client list from the drop-down menu.
Step 4 - Click Update.
