Client management overview – Answers4College

In this tutorial, we’ll walk through how to manage your clients in the Answers4College advisor portal.

1. Introduction

Once you're logged into your advisor portal, click on the Clients tab from the left-hand menu.This will take you to a page that provides a quick overview of all your clients.

Introduction

2. Click "Clients"

Click on "Clients"

Click 'Clients'

3. Using the Top Status Tabs

At the top of the page, you’ll find quick filter tabs that allow you to view clients by their current status. The Default tab shows all clients, regardless of their status.

Using the Top Status Tabs

4. Using the Top Status Tabs

Simply click on any tab—such as Prospect, Discussion, or Pending—to instantly filter the list. For example, selecting Prospect will display only the clients marked with the Prospect status.

Using the Top Status Tabs

5. Returning to the Full Client List

To return to the full list of clients at any time, simply click on the Default tab.This will clear any status-based filters and display all clients in your dashboard.

Returning to the Full Client List

6. Filtering Your Client List

You can easily filter clients based on a few criteria: Client Status – Click on options like Prospects, Discussion, or Pending to view clients in that specific stage.

Filtering Your Client List

7. Filtering Your Client List

Source – Filter clients by how they came to you (e.g., referral, website, etc.).

Filtering Your Client List

8. Filtering Your Client List

Created At – Filter by the date the client was added.

Filtering Your Client List

9. Filtering Your Client List

To clear any filters you've applied, press the Reset button.

Filtering Your Client List

10. Quick Search

Use the search bar to quickly find a specific client by name.

Quick Search

11. Export Options

If you’d like to save your client data, click the Export button to download a list of all clients.

Export Options

12. Creating a New Client

To add a new client, click the Create Client button.

Creating a New Client

13. Creating a New Client

Fill out the form with the following information: Client Name – e.g., Smith Family Status – Select the client’s current stage Source – Choose how the client came to you Total Household Members – Include parents, students, and any dependents Number of Parents in Household – For example, select “2” for two-parent households

Creating a New Client

14. Creating a New Client

Once complete, click Create—and the new client will be added to your dashboard.

Creating a New Client

15. Client Created

Once you click Create, your new client profile is added to the system. You're now ready to start working with the Smith Family (or whichever client you just created).

Client Created

That’s how you manage your clients within the Answers4College portal—from filtering and searching to creating new clients.