Adding a New DEX Client : Social Planet

Adding a New DEX Client Print

Created by: Michael Hillier

Modified on: Fri, 11 Jul, 2025 at 2:34 PM

From the Social Planet Front Desk

Select on Clients then Add Client +

Enter Client Information

Go to DEX CM

Select on Dashboard and then Team

Go to Clients then Add Client

Lookup Client using their name, email or mobile.

In Clients in Social Planet, client will be displayed select Import

Enter DEX Data

M

Michael is the author of this solution article.

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