How to add New Clients?

You can perform ‘Adding New Clients’ process from 5 different screen.

1- From the Dashboard screen;

  • Click the button at the lower right of the dashboard screen.
  • Click the New Client button.
  • After filling out your client information,you can add new clients by clicking the CONFIRM  button in the upper right corner.
  • If your clients are registered on Google Maps, you can perform the adding process quickly by clicking button. In this way, the related areas will be filled automatically.

2- From the Clients screen;

  • Click the Clients button from the upper left menu.
  • You can access the Add New Client page by clicking the  button at the bottom right of the list or map tab.
  • After filling out your client information, you can add new clients by clicking the CONFIRM  button in the upper right corner.
  • If your clients are registered on Google Maps, you can perform the adding process quickly by clicking button. In this way, the related areas will be filled automatically.

3- From the Visits screen;

  • Click the Visits button from the upper left menu.
  • Click the button at the bottom right.
  • You can access the Add New Client page by clicking the button at the bottom right of the list or map tab.
  • After filling out your client information, you can add new clients by clicking the CONFIRM button in the upper right corner.
  • If your clients are registered on Google Maps, you can perform the adding process quickly by clicking button. In this way, the related areas will be filled automatically.

4- From the Plans screen;

  • Click the Plans button from the upper left menu.
  • Click the button at the bottom right.
  • You can access the Add New Client page by clicking the  button at the bottom right of the list or map tab.
  • After filling out your client information, you can add new clients by clicking the CONFIRM button in the upper right corner.
  • If your clients are registered on Google Maps, you can perform the adding process quickly by clicking  button. In this way, the related areas will be filled automatically.

5- From the Opportunities screen;

  • Click the Opportunities button from the upper left menu.
  • You can access the Add New Client page by clicking the  button at the bottom right of the list or map tab.
  • After filling out your client information, you can add new clients by clicking the CONFIRM button in the upper right corner.
  • If your clients are registered on Google Maps, you can perform the adding process quickly by clicking button. In this way, the related areas will be filled automatically.