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 client allows you to;
You may use all or some of these features, depending on your company.
There are two methods available for creating a client;
You can manually ceate a client with the following method;
Once you have entered all of the required information and saved the client, you will be taken to the Client View.
The Client View is the place where you can find all important information and actions for any client, such as;
Clicking or tapping the tabs at the top will provide information such as;
There are two options available for locating an existing client;
Using the client list;
Using Smart Search;
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...
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...
There are two options available for locating an existing prospect; Using the prospect list and filters. Using Smart Search. Using the prospect li...