Adding applications and details

How to add application to the contact?

To convert your prospect into clients and to process additional services for your existing clients, you need to add an application. To add the application, you should have the following permissions:

Please note: Application is connected to Workflow, partner, and product. And email id of the contact is mandatory to add the application as an email ID is required for the further process of the application.
Step 1: Open your contact's profile 

Step 2: Select the “Application” tab

Step 3: Then click on the “Add” button
Please Note: The Add option is visible only if you have the permission to add the application.

Step 4: Then a pop-up will appear

Step 5: Select “Workflow” for the application from the dropdown.

Step 6: Select the partner

Step 7: Then select the product 

Step 8: Click Save to save or click Save & new to save and create a new application. You can create multiple applications for one client


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