Client Type List

How to add client types

Client Types are used to organize your clients into logical groups you may wish to target with specific advertising, promotions or reports. Types can also be names such as "Corporate" to identify a person who can bring in other people from his or her company.

To open the Client Types List, hover over Clients in the Tool Bar of Envision, hover over Client Options, and select Client Types from the drop-down menu.

Clients > Client Options > Client Types

You can add, edit or delete client types to label clients based on their status with your business.