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.
Note: A search will only display the current user's list of clients and leads.
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.