Add a New Client to PEP Cloud


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Note: PEP’s toolbar has been redesigned since this video was recorded. Scroll down for more details.

PEP Cloud stores all of your important client information in one place so you can easily find what you need. Contact information and job details are at your fingertips. Need to add a new client? It’s easy!

 

How to Add a New Client to PEP Cloud:

 

If your toolbar looks like this:

PEP's Redesigned Toolbar

 

 

 

 

 

Click the PLUS sign (+) at the top of your Clients list on the left side of the page.

 

If your toolbar looks like this:

PEP's Original Toolbar

 

 

 

 

Click the PLUS sign (+) at the top of your Clients list on the left side of the page.

-OR-

Click ADD CLIENT in the toolbar.


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