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prospects and clients

Prospects
Introduction

A prospect is a potential client or customer that has not yet agreed to purchase your products or services. Typically, the sales pipeline involves¬...

Adding a Prospect

Add a prospect by going to clients > add prospect. You will be requested to enter basic information, including the company or person's name. Pa...

Find a Prospect

There are two options available for locating an existing prospect; Using the prospect list and filters. Using Smart Search. Using the prospect li...

Prospect View

The Prospect View is the place that you will find all information relevant to the prospect; Critical details are listed at the top left, including...

Updating Prospects
Editing a Prospect

A prospect can be edited from one of three sections; Directly from the prospect list. From the Prospect View, by clicking "edit prospect". From th...

Prospect Actions

Prospect actions can be anything that has happened to a prospect, including; Enabling or disabling the prospect. Quotes generated. Contact between...

Converting Prospects to Clients

Issuing an invoice for a prospect automatically converts them to a client. No manual action is required to complete this, and all of the prospect c...

Disabling or Enabling a Prospect

A prospect can be disabled or enabled through the prospect menu. To complete this action; Open the Prospect View for the prospect you wish to enab...

Clients
Introduction

A client is exactly what it sounds like - a customer or client that has or will purchase a product or service from you. Typically, creating a clien...

Adding a Client

There are two methods available for creating a client; Convert a prospect into a client by generating an invoice for the prospect. Manually add a ...

Client View

The Client View is the place where you can find all important information and actions for any client, such as; Viewing client information and cont...

Find a Client

There are two options available for locating an existing client; Using the client list and filters. Using Smart Search. Using the client list; G...

Updating Clients
Editing a Client

A client can be edited from the Client View; Open the Client View. Read more about finding clients here. Click on the menu button > edit client...

Client Actions

Client actions can be anything that has happened to a client, including; Enabling or disabling the client. Quotes generated. Invoices generated. P...

Client Manager

The client manager is the person who is responsible for the customer or client. The user who created the client is the default manager (or when a p...

Client Additional Details

Clients have the option of you adding additional details, which are automatically included in quotes, invoices and statements. Additional details c...

Enabling or Disabling a Client

A client can be enabled or disabled by; Finding the client and opening the Client View. Opening the client menu > disable client OR opening the...

Contacts
Introduction

A contact can be attached to a prospect, client or supplier and allows you to; View important contact information. Generate quotes, invoices, stat...

Adding or Editing a Prospect Contact

A prospect may have only one contact. You can add a prospect contact by; Creating a new prospect. When you enter the information for the prospect,...

Adding or Editing a Client Contact

A client may have any number of contacts. You can add a client contact by; Finding the client and entering the Client View. Scroll down to the co...

Statements
Introduction

A statement is a summary of the invoices issued to and payments made by a client over a period of time. It provides a simple overview of the total ...

Downloading a Statement

You can download a statement for a client at any time by either; Using the main menu clients > manage > download statement. Select the company and...

Scheduling a Statement

You can schedule a statement to automatically be sent to a client on a regular basis. To do this, either; Go to the client view > schedule auto st...