Sales Advice Client List
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.
A search will only display the current user's list of clients and leads.
In Framework SAM 2020
In Framework SAM 7.1 House Type has been added to the Client List columns.
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.