Step 1: Navigate to your client's Xplan profile

From the Key Details > Main Client Details Page

1. Ensure that you are in the Client Details Page

2. Click on the client's name

3. Select Edit Partner

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Step 2: Either capture a new entity as the partner or link an existing entity in Xplan

Edit New Partner Entity : This will allow you to initially manually enter basic details of the new partner.

Use Existing Entity as Partner Entity: This will enable you to add an existing client record as the partner. Click on the search box and type the existing client's name and hit enter. Select the client and click OK.

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