1. On the Accounts tab, click New.
2. Select Individual or Person account.
3. For the account name, enter the client’s name.
4. Select a status.For a client, select Active.For a prospect, select Prospect.For a client that you’re onboarding, select Onboarding.
5. For a client, select Active.
6. For a prospect, select Prospect.
7. For a client that you’re onboarding, select Onboarding.
8. Enter other relevant information and save the information.