1.  On your homepage, the “Clients” box allows you quick access to your clients. 
2. Names in this category will be separated into 2 groups: active and lapsed/canceled. 
3. Click the black number above “Active” to display all names. Names updated from the new business uploads are automatically changed to this status. 
4.  Click the black number above “Lapsed/Canceled” to see names that have had their status changed to Lapsed or Cancellation.