Skip to main content
Lumary DC Help Centre Help Center home page
  • Community
  • Sign in
  • Sign in
  • Community
  • Submit a request
  1. Lumary DC Help Centre
  2. Client onboarding and record management
  3. Capture enquiries and create client records

Capture enquiries and create client records

Create client records directly, or from enquiries and/or intake processes.

  • Capture an enquiry
  • Create a client record
Lumary DC Help Centre
Powered by Zendesk