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Adding a Client

Adding a new client is a simple process through the inStream interface.

To manually add a client, go to the Clients section of your inStream and click Add a Client.

In the Add a New Client section, enter your client's information and click Add Client when you are done.

If you are looking to import clients from a CSV file, Orion, or from Microsoft Outlook please click on the links below for further information.

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