Overview

This tutorial explains how to create or edit a client.

How to Create/Edit a Client, Prospective Client, or Lead

1. Click on the Clients component
2. Click on the Clients tab
3. Click on the All Clients menu bar button
4. Click on one of the following buttons:
1. Click here for a tutorial that explains the difference between the different types of clients
1. Click on the New Lead button to create a new lead
2. Click on the New Prospective Client button to create a new prospective client
3. Click on the New Client to create a new client