How do I set up a Client Group for Express Clients?

How do I remove Prospects and Sample Clients from the RightIntel Dashboard?

I included/excluded a client group from the RightIntel Dashboard. Why don't I see any changes?

Can I rename or delete existing client groups?

Does editing the Default Templates for a client group impact my existing clients within that group?

It does not. Your default template selections will be applied for new clients created within each group going forward. Existing clients within each group will not be impacted.

For additional assistance within RightCapital please contact our Support team.

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