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
Select "New Wallet"
Complete each required field marked with a red asterisk (*).
Wallet Address: The public address of the client's wallet*
Wallet Desc: Description of the wallet
Active: A toggle to enable or disable end-user access.
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.
