To add a client through sharelink page follow these steps:

Step-1: Login to Admin portal> Go to Clients → Signup Link

Step-2: Select specific agent. View all agent's sharelinks

Step-3: Client registration

• Sharelinks without landing page directly takes you to signup form.

While Sharelinks with landing page you can add a new client through ‘Get started /RFQ ‘ tabs ,exemplary sharelink page image shared:

a) Get started tab will take you to the signup forms with some basic required fields.

b) RFQ tab will start with RFQ required fields and then will show up the signup details .

Note: After filling any of them you will be added to the portal with your sharelink references which is visible in the ‘Client> Action> View Client’ , with email verifications ,in case of RFQ it will also create new RFQ against that client account.