How to add a prospect?
- Select the Clients Module located in the Main Menu (left side of the screen).
- In the upper right bar choose the Add Client button. A window will open to enter the client's information.
- In the client's classification field you must select the Prospect option and complete the required fields: Name and Last Name. In this case, the method of contact is optional.
- Complete the required information and then click on Create a Client.