Account > Client Sizes (Used in Opportunities module only) A client size is used to populate the "Client size" drop-down list box on the New/Edit Client dialog box. There is a default list of client sizes available, or you can create your own. Account > Create a new client size 1. Click on the "Account" tab. 2. Click on the "Create..." drop-down menu and select "Client Size." 3. Enter the company size's name; if desired, use the "Notes" field to include any pertinent information. 4. Click on "Save." Account > Modify existing client size record 1. Click on the "Account" tab. 2. Click on the "Client Sizes" link. 3. Click on the relevant client size name in the list. 4. Make your changes in the "Edit - [Name of client size]" dialog box. 5. Click on "Save." Account > Delete existing client size record 1. Click on "Account" tab. 2. Click on the "Client Sizes" link. 3. Click on the relevant client size name in the list. 4. Click on the "Delete" button in the "Edit - [Name of client size]" dialog box. (Note: You cannot delete a client size that has been associated with a client or prospect.)