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.
The client manager is the person who is responsible for the customer or client. The user who created the client is the default manager (or when a p...
A client can be enabled or disabled by; Finding the client and opening the Client View. Opening the client menu > disable client OR opening the...
There are two options available for locating an existing client; Using the client list and filters. Using Smart Search. Using the client list; G...