How to add a client into Mevi
In this article, we'll show you how as an agent, you can connect with your clients so you can start a new deal with them or invite them to an existing deal.
Add a client
Click on the + sign next to My Clients on your dashboard or on the My Clients page
Once you click on "add client" you will be able to enter the client's email address and name. Your client will receive a welcome email and when they accept you will be connected!
Add client to a Deal
After already creating a new deal, add your client by either:
Clicking the "+" next to the Buyer or Seller section