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Creates the client and opens a new project straight into Discovery, with the discovery call as the very next step. Use this when you have met someone who wants to talk about a video.
Put their full name in for the records. You get a ready-to-send login (email plus a temporary password); they set their own password the first time they sign in. Admin sees everything; Sales works prospecting and pipeline; Producer runs delivery. You can fill in the rest of their profile on the next screen.