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;
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...
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,...
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...