{"id":29281,"date":"2026-10-28T10:41:32","date_gmt":"2026-10-28T10:41:32","guid":{"rendered":"https:\/\/www.samco.in\/help-support\/?post_type=ht_kb&#038;p=29281"},"modified":"2026-10-28T10:41:47","modified_gmt":"2026-10-28T10:41:47","slug":"how-can-i-add-a-new-client-on-the-partner-portal","status":"publish","type":"ht_kb","link":"https:\/\/www.samco.in\/help-support\/article\/how-can-i-add-a-new-client-on-the-partner-portal\/","title":{"rendered":"How can I add a new client on the Partner Portal?"},"content":{"rendered":"\n<p>New clients are added as leads first. Once you add their details, they get the account opening journey, and after their account is open they appear in your Clients list.<\/p>\n\n\n\n<p><strong>Where to find it: <\/strong>Dashboard &gt; Add Client, or Leads &gt; Add Active Lead<\/p>\n\n\n\n<p><strong>Steps<\/strong><\/p>\n\n\n\n<ul type=\"1\"><li>On your Dashboard, click Add Client. You can also go to Leads and click Add Active Lead.<\/li><li>Choose the Segment: Broking + Mutual Fund, or Mutual Fund.<\/li><li>Select the Source: Friend, Event, Relatives, Existing Client, Digital Campaign or Other.<\/li><li>Enter the client&#8217;s Name, Mobile Number and Email ID.<\/li><\/ul>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-large is-resized\"><img loading=\"lazy\" src=\"https:\/\/www.samco.in\/help-support\/wp-content\/uploads\/2026\/10\/image-23.png\" alt=\"\" class=\"wp-image-29283\" width=\"628\" height=\"427\" srcset=\"https:\/\/www.samco.in\/help-support\/wp-content\/uploads\/2026\/10\/image-23.png 502w, https:\/\/www.samco.in\/help-support\/wp-content\/uploads\/2026\/10\/image-23-300x204.png 300w, https:\/\/www.samco.in\/help-support\/wp-content\/uploads\/2026\/10\/image-23-50x34.png 50w, https:\/\/www.samco.in\/help-support\/wp-content\/uploads\/2026\/10\/image-23-320x217.png 320w\" sizes=\"(max-width: 628px) 100vw, 628px\" \/><\/figure><\/div>\n\n\n\n<ul type=\"1\"><li>Click Add Lead.<\/li><\/ul>\n\n\n\n<p><strong>Good to know<\/strong><\/p>\n\n\n\n<ul><li>Mobile number must be a valid 10-digit number starting with 6 to 9.<\/li><li>You can follow the lead&#8217;s progress in Leads.<\/li><\/ul>\n","protected":false},"author":65,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":[],"ht_kb_category":[3023],"ht_kb_tag":[],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/ht_kb\/29281"}],"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=29281"}],"version-history":[{"count":1,"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/ht_kb\/29281\/revisions"}],"predecessor-version":[{"id":29285,"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/ht_kb\/29281\/revisions\/29285"}],"wp:attachment":[{"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/media?parent=29281"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/ht_kb_category?post=29281"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/ht_kb_tag?post=29281"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}