0 on file Β· live shared database Β· import from AgentMate
+ Add client
Type here only for someone not in AgentMate yet β otherwise import them (right).
π Passport #, date of birth & Known Traveler # are kept in AgentMate, not here β so this database never holds identity documents.
β¬ Import your clients from AgentMate
AgentMate is where client records live. Export them as CSV and upload here β no one retypes. Adding by hand on the left is only for someone not in AgentMate yet.