Add a new Client Group

Steps to import client details from XPM or set up a client group manually

Import client details from XPM: 

• To connect XPM click on General then Settings
• Once connected go to the Manage Client Groups module to start adding a client.

Adding a new client group:

• From the Manage Client Groups module select Create New and enter a client group name. Select Create.

• Use the Add New Entity option to manually add new individuals and entities to client group 
• OR use the XPM Client Group search field to find the client details and their relationships to import

• Once individuals are added be sure to select the Primary Contact toggle for the client to whom the advice report will be addressed