A prospect can be edited from one of three sections;
From the prospect edit popup, you can change;
Prospect actions can be anything that has happened to a prospect, including;
Some actions are recorded automatically, such as when you generate a quote. Other actions can be recorded manually as and when you need them.
Using the Prospect Actions section on the right is the only way to record information against a prospect. Simply type what you need to and hit send.
Issuing an invoice for a prospect automatically converts them to a client. No manual action is required to complete this, and all of the prospect content is attached to the new client at the same time.
A prospect can be disabled or enabled through the prospect menu. To complete this action;
Disabling a prospect will remove it from important lists such as creating quotes.
A client may have any number of contacts. You can add a client contact by; Finding the client and entering the Client View. Scroll down to the co...
Clients have the option of you adding additional details, which are automatically included in quotes, invoices and statements. Additional details c...
Client actions can be anything that has happened to a client, including; Enabling or disabling the client. Quotes generated. Invoices generated. P...