Client

Click “Client” menu to see all Client, Create  Client, Edit Client, Delete Client, Export, Import, Print, and Client details.

Create New Client:

You can Create a New Client by clicking “New Client” besides “Client List”.  Fill up all info and click “Save” to Save or click “Save and Create Contact” to Save and Create Contacts for this client.

Import Client:

You can Import Client from your local storage by clicking on “Import Client” beside “New Client”. Select Lead file (XLSX, CSV format only), fill up all info and click “Upload” to Upload the selected Client file.

Client Details:

You can Preview Client Details by clicking on Client Name. You can also Modify an existing client.

Contact:

You can view clients Contact info.

Create New Contact:

You can also add New Contact Info for the following Client. Fill up all info, choose needed permissions and click “Save Contact” to Save Contact info.

 

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