You can perform 'Adding New Clients’ process from 5 different screen.
1- From the Dashboard screen;
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Click the
button at the lower right of the dashboard screen.
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Click the New Client button.
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After filling out your client information,you can add new clients by clicking the CONFIRM
button in the upper right corner.
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If your clients are registered on Google Maps, you can perform the adding process quickly by clicking
button. In this way, the related areas will be filled automatically.
2- From the Clients screen;
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Click the Clients button from the upper left menu.
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You can access the Add New Client page by clicking the button at the bottom right of the list or map tab.
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After filling out your client information, you can add new clients by clicking the CONFIRM button in the upper right corner.
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If your clients are registered on Google Maps, you can perform the adding process quickly by clicking button. In this way, the related areas will be filled automatically.
3- From the Visits screen;
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Click the Visits button from the upper left menu.
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Click the button at the bottom right.
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You can access the Add New Client page by clicking the button at the bottom right of the list or map tab.
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After filling out your client information, you can add new clients by clicking the CONFIRM button in the upper right corner.
-
If your clients are registered on Google Maps, you can perform the adding process quickly by clicking button. In this way, the related areas will be filled automatically.
4- From the Plans screen;
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Click the Plans button from the upper left menu.
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Click the button at the bottom right.
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You can access the Add New Client page by clicking the
button at the bottom right of the list or map tab. -
After filling out your client information, you can add new clients by clicking the CONFIRM button in the upper right corner.
-
If your clients are registered on Google Maps, you can perform the adding process quickly by clicking button. In this way, the related areas will be filled automatically.
5- From the Opportunities screen;
- Click the Opportunities button from the upper left menu.
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You can access the Add New Client page by clicking the button at the bottom right of the list or map tab.
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After filling out your client information, you can add new clients by clicking the CONFIRM button in the upper right corner.
-
If your clients are registered on Google Maps, you can perform the adding process quickly by clickingbutton. In this way, the related areas will be filled automatically.