How can I add a new consultant to assign it as a Lead Consultant to a client?

Before you assign a Consultant to a Client, you need to ensure you have followed the steps here to add a new Consultant. Once you have added a new consultant, please follow the steps below to assign the consultant

• Login to CentricFlow and head to Clients.
  
• Click on the Client you would like to assign a Lead Consultant to.
  
  

  

  
  
• Select the consultant name from the list and click Save.