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The Client List screen is used to manage and search for clients and prospects. By default, no clients are displayed in the list when the screen is first opened.
A search for a client is performed by entering search criteria, such as the client surname, client street name, or land street name.
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A search will only display the current user's list of clients and leads. |
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Procedures
Creating A Client And First Sales Advice
To enter a new client with their first sales advice:
Click New. The Create New Client confirmation prompt will appear.
Click Yes. The Client tab of the Sales Advice dialog will be displayed.
Enter the details.