This video provides a walkthrough of managing clients on the Protection Guru Pro dashboard, covering how to create, edit, and search for client records. We will show you:
- How to navigate to the client dashboard from the Protection Guru Pro home screen
- How to create a new client record by entering personal and employment details
- How to save a client’s details without immediately running a comparison
- How to edit an existing client’s details and save the updated information
- How to search for a client by name from the dashboard
