How to add a prospect?

  1. Select the Clients Module located in the Main Menu (left side of the screen).
  2. In the upper right bar choose the Add Client button. A window will open to enter the client's information.
  3. 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.
  4. Complete the required information and then click on Create a Client.

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