Creating a Client

Clients are the people or companies you do business with. For this entity, the system only allow to create them as persons, not as company. This allows you to have a physical person and not an organization as point of contact between AA Glass, the contractor, and the client.

Creating a Client

To create a client, follow these steps:

1. In Clients Tab, click on the ”+ Add a Client” button.

2. A modal will appear. Fill in the fields with the client information.

3. Select the Contractor that will be associated with the client by clicking in Contractor Field.

Note

Every client needs to be associated with a contractor. This version does not include Contractor Creation from this modal selector, so you need to create the Contractor first. For more information, please refer to the Contractor Creation Section.

4. Add the Lead Source of the client by clicking in the Lead Source Dropdown Menu.

5. Complete the rest of the fields with the client information.

Tip

As much contact information about the client you can gather, the better. This will help you to have a better communication with the client.

6. Click on the “Save” button to save the client.

Client Details

After creating a client, you can see the client details by clicking on the client name in the Clients List.