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.
Prospects And Clients > Prospects
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 who created the prospect and when it was last updated....
Prospects And Clients > Updating Prospects
You can convert any prospect in to a client by going to the Prospect View > convert to client.When converting to a client, the following things will happen;All actions will be copied across.A new cont...
Prospects And Clients > Clients
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 and bypass the prospect system.You can manually c...