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