Client Wallets

Information about the EG Client Wallets panel.

About

The EG Client Wallets panel allows administrators to create, edit, and import public client wallets. Additionally, client wallets can be assigned to accounts, leads, and opportunities.

Create a new Client Wallet

1. Select "New Wallet"

2. Complete each required field marked with a red asterisk (*).

   1. Wallet Address: The public address of the client's wallet*

   2. Wallet Desc: Description of the wallet

   3. Active: A toggle to enable or disable end-user access.

   4. Account/Opportunity/Lead: Link accounts, opportunities, or leads to the client's wallet

Import Wallets

Admins can import client wallet records to create and/or update client wallet records with the Import tool.