Internal

Add or Edit Client

Create a client without a scorecard. Enter your authorised email address and we will send a one-time code.

Internal

Add or Edit Client

Add someone who arrived through a conversation rather than a scorecard, or correct the details of a client already on file.

Internal

Edit a client

Edits reach everything from here on. Only a report already generated keeps the name it carried when it was made.

Internal

Add Client

The same details a founder gives at the end of a scorecard. This creates the client record: they will appear in the picker on Discovery Notes, the Executive Assessment, Create Proposal and the Owner/Founder Profile.

Internal

Client added