You can add prospects or clients directly from the Quick Add Button.
To add the client or prospects, follow the following steps:
You should have the permission to add the client. Please confirm
Step 1: Click on the “Add Client” tab on the top info bar.
You can also add New contacts from the Prospects or Client Tab under the Client Menu.
Step 3: Fill in the details of the client on the pop-up that appears after you click on the Add tab. The fields that are marked asterisk are the mandatory fields.
Note: Avoid the Application section and Email section if you are willing to add prospects.
Step 4: Click on Save tab once you add the details.
