To enter a new client's details, follow these steps:
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Find a prospect
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Go to your dashboard or home screen
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Click "add new client"
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Enter the prospect's information:
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Email address
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Phone number
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Gender
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Preferred language
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Specify referral information if applicable
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Click "submit" to create a prospect in the system
Later, you can convert this prospect to a client. The system will display the account status indicating if a prospect needs conversion or if a client is active.
Frequently Asked Questions
Q: Where do I start to enter a new client's information?
A: Begin by identifying a prospect and then click "add new client" on your dashboard or home screen.
Q: What information is required when entering a prospect's details?
A: You will need to enter their email, phone number, gender, and preferred language.
Q: Can I record how a client was referred to me?
A: Yes, there is a field to indicate who referred the client.
Q: What is the difference between a prospect and a client in the system?
A: The system tracks the "account status" to show if someone is a prospect (needing conversion) or an active client.