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Go to CRM module > clients & prospects list > click the add new prospect
iconIn the pop-up complete the following fields (only the name field is mandatory, the rest are optional)
Name: Name of company / prospect
FIELD | DESCRIPTIONÂ |
Name* | Name of company / prospect |
Address and company details | This information can be added now or later |
Business | If using business types, you can select and allocate a business from the dropdown |
Default company | Defaults to your company (but if you have access to multiple companies you can select the relevant company here) |
Responsible | The person responsible for the prospect, this will default to your name |
Resource group | If using resource groups, you can select and allocate a group from the dropdown |
Checkbox: Create new pipeline | Check to continue on and create a new pipeline straightaway |
Checkbox: Create the first activity | Check to continue on and create a new activity straightaway |
Checkbox: Ignore duplicate control | The system will automatically check for duplicate records before creating a new one, check this box to ignore this control |
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