Client groups can be found in the Client Settings > Client Groups tab of your Advisor Portal. By default, every RightCapital account will include the following three client groups: "Existing Clients", "Prospect Clients" and "Sample Clients":
Existing Clients
As a starting point, this client group will be set as the 'Default for New Clients'. Any clients that are created manually in RightCapital or imported via a CRM or other integration will automatically be sorted into this group.
Prospect Client
As a starting point, this client group will be set as the 'Default for New Leads'. Any prospects that sign up using your RightCapital Leads URL will automatically be sorted into this group.
Sample Clients
This group will include the three Sample Plans that are pre-built into every new RightCapital account (Millenial Sample, Pre-Retiree Sample, and Retiree Sample).
