Interested Services can directly be added to the client or from the search result in Services. This will save up your time to add the interested service separately. To add an interested service for your client or prospect,
Step 1:Click on the services from the side navigation bar.
Step 2: Select your service category. This could be Education, Visa & Migration, Insurance and Other Services.
Step 3: Then type in the keyword and click on the search button to display all the relevant results.
Step 4: Add the service keyword that the contacts will and click on search.
Step 5: Select the Add to Interested Services button.
Or, if you are on the comparison list, scroll down to the bottom of the comparison page and click the Add to the Interested Services button of the chosen service.
Step 6: Then, fill out the details of the client to whom an Application is to be added and then select either Add or Add & Go To Application to add the Application to the contact.
If you select the Add tab then the Interested Service will be added to the client profile for whom you have added and if you select the option Add & Go to Contact then the Interested Service will be added to the client and the profile of the contact will open.