To add a client in TPISuitcase, go to "Clients" and click the pink "+" icon. Enter details like name, contact preferences, address (verified via USPS), and important dates. Assign primary info for marketing and use stored addresses for efficiency. Add relationships automatically for connected profiles. Review and update the profile to save changes. If you have questions, reach out to LnD@tpionline.com for help.

03 - TPISuitcase: Adding a Client

Introduction to Adding a Client

Filling Out Client Information

Adding and Verifying Addresses

Entering Additional Client Information

Managing Client Relationships and Profiles

Client List Overview

Conclusion and Contact Information

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