CRM: Create a Test Client

Creating a Test Client

You'll need to use a unique email - so you can use an extra email address if you have one, or if you know the Google 'unique email' hack, that works here as well.

Navigate to CRM > Contacts, and click the +Add Contact button.

The following are the only required fields. In this example, the Gmail/G Suite hack is being used.

All you need to do now to activate the account is to set a password.

Now you can experiment by creating Client pages, sharing Files, creating Invoices, etc., to test what your Clients will see.

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