A contact can be attached to a prospect, client or supplier and allows you to;
Clients and suppliers can have any number of contacts. Prospects can only have one.
A prospect may have only one contact. You can add a prospect contact by;
You can edit a prospect contact by;
A client may have any number of¬†contacts. You can add a client contact by;
You can edit a client contact by;
Quotes, invoices and statements cannot be generated unless the client has at least one contact.
A prospect is a potential client or customer that has not yet agreed to purchase your products or services. Typically, the sales pipeline involves¬...
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 ...
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...