Managing Customers

You can manage your customers in the "customer" section of the system:

1. View your "client list"

2. Add new customers or prospects by entering their:

   • Name

   • Email

   • Phone number

   • Gender

   • Referral source

3. Convert prospects to clients

4. View "account status" (prospect needs conversion or client is active)

5. Check "account type" and associated products

6. Find payment links for customers

The customer management screen allows you to keep track of all your client information.