What steps would you take to add a Sample Client?

What steps would you take to add a Sample Client?

• A. From Client Portal > Add Client > Sample Clients
• B. From Advisor Dashboard > Click on Add Client > Sample Clients
• C. From Advisor Dashboard > Click on Create Client > Sample Data
• D. From Advisor Dashboard > Click on Add Client > Temporary Clients

Answer: (B)

To add a Sample Client, you follow the advisor-facing workflow: open the Advisor Dashboard, click Add Client, and then select Sample Clients. This route uses the proper section designed for demo or example entries and keeps sample data separate from real clients. Using the Client Portal would place you in a client-facing area, not for creating or managing clients. Choosing Create Client with Sample Data suggests a data template rather than a real sample client. Selecting Add Client with Temporary Clients directs you to a different category, not the sample/demo area.

To add a Sample Client, you follow the advisor-facing workflow: open the Advisor Dashboard, click Add Client, and then select Sample Clients. This route uses the proper section designed for demo or example entries and keeps sample data separate from real clients.

Using the Client Portal would place you in a client-facing area, not for creating or managing clients. Choosing Create Client with Sample Data suggests a data template rather than a real sample client. Selecting Add Client with Temporary Clients directs you to a different category, not the sample/demo area.