Create a New Client

Follow the steps below to build a comprehensive profile for your new client.

المعلومات الأساسية

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الموقع

المصدر

التفاصيل

اسم العميل الكامل

Client Entity Type

Classify the client by their entity type (e.g., individual, developer, investment company).

Initial Division Status

Categorize the client based on whether you have met them or not.

MREA Client Category

Select the MREA-defined category this client falls into (e.g., Sphere of Influence, Prospect).

Estimated Income Level

An estimation of the client's income bracket.

MREA Targeting Method Preset

Select the general intensity of your planned outreach.

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