3. How to Create a Bucket

To add a new bucket, follow these steps:

1. Click the Add Bucket button in the top-right corner.

2. Enter or select the following details from the drop-down lists:

• • • Project: The project to which the bucket will be assigned. You will be able to assign clients only to the desks within this project.

    • Manager: The employee responsible for managing clients in this bucket.

    • Affiliate (optional): The employee responsible for bringing new clients into this bucket.

    • Label: A system name for the bucket.

    • Name: A public name for the bucket.

    • Affiliate ID: A unique identifier used to track clients brought into this bucket and monitor their activities.

3. Click Save to create the new bucket.