{"id":29241,"date":"2026-10-28T10:21:40","date_gmt":"2026-10-28T10:21:40","guid":{"rendered":"https:\/\/www.samco.in\/help-support\/?post_type=ht_kb&#038;p=29241"},"modified":"2026-10-28T10:22:04","modified_gmt":"2026-10-28T10:22:04","slug":"i-added-a-client-through-add-client-is-that-the-same-as-opening-an-account-on-the-partner-portal","status":"publish","type":"ht_kb","link":"https:\/\/www.samco.in\/help-support\/article\/i-added-a-client-through-add-client-is-that-the-same-as-opening-an-account-on-the-partner-portal\/","title":{"rendered":"I added a client through Add Client, is that the same as opening an account on the Partner Portal?"},"content":{"rendered":"\n<p>No. Add Client creates a lead. The client still needs to complete the account opening form and KYC. Their account is open only once all steps are done and verified.<\/p>\n\n\n\n<p><strong>Where to find it: <\/strong>Leads &gt; Active Leads<\/p>\n\n\n\n<p><strong>Key points<\/strong><\/p>\n\n\n\n<ul><li>Track their progress in Leads using the Form Completion and Form Status columns.<\/li><li>Share the Complete your application link with the client if they need to finish their form.<\/li><li>Once the account is opened, the client appears in your Clients list.<\/li><\/ul>\n","protected":false},"author":65,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":[],"ht_kb_category":[3021],"ht_kb_tag":[],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/ht_kb\/29241"}],"collection":[{"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/ht_kb"}],"about":[{"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/users\/65"}],"replies":[{"embeddable":true,"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/comments?post=29241"}],"version-history":[{"count":1,"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/ht_kb\/29241\/revisions"}],"predecessor-version":[{"id":29243,"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/ht_kb\/29241\/revisions\/29243"}],"wp:attachment":[{"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/media?parent=29241"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/ht_kb_category?post=29241"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/ht_kb_tag?post=29241"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}