UX update to CRM & client account creation
complete
Kate Yoo
We plan to make UX updates to the client account creation page to simplify the process of adding new clients:
CRM fields will populate depending on a client type: individual or business
One unified screen to view all client data in one place
5-step client creation process instead of 15-step
Simplified process of adding information about multiple contacts
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Support Team
📞 CRM Update: Streamlined client account creation and UI/UX improvements
🚀 2-step simplified client creation flow
💡 New CRM setting: choose Client type → Individual or Company, and the account type fields will auto-populate
🏷️ Create client contacts and account tags on the fly
💻 Unified screen to view and manage all client data in one place
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