DiMarAg Hub · Public Help
General product guidance for agencies and clients. These guides are pending workflow validation; read each review notice. Access to account information and actions still requires sign-in and permission.
Open Help in a new tabDiMarAg Hub · Help
What do you want to do?
Learn a task step by step, explore a module, or find a quick answer below.
FAQ answers and step-by-step guides are available in English.
1 results
Frequently asked questions
FAQ-012How do I add a new lead or client?Clients, leads and contacts · Agency and team
For a prospect, open Leads and select the add form. Enter the contact name, company if applicable, email, phone, and source; you can also add a campaign, estimated value, and notes. Save the lead. To create a client account, open Clients → Add Client and enter the required display name, optional legal name, emails, phone, Client Since date, and website. Check for an existing account first.
Creating client accounts requires the appropriate permissions; the server restricts this action to an agency owner or administrator.
Open a direct link to this answer