To add Master Client information to a file you'll need to open the file and scroll down to the Client Information area. Then select Add New
Select the first letter of the client name.
All clients under that letter will appear. Select the client that you are wanting to attach.
Once you have selected the company you will then need to select the contact. If there is not a contact or you would like to attach a different contact you will need to add that in the Enter New Contact Information area.
Once added click save.
If the client information you want to attach is not already in the system you will need to add it. To add it select Add New Client
***Please note: You need to do this once. When you enter a new client it will be saved to the list should you want to use that information again in the future.
Add all known Client Information. Under name add the company name and the contact at that company under contact. Then hit save.
You will then see the contact you added has been selected at the top. Then hit Finish and Close on the right.
The system will then take you back to the file. You will find the Master Client information has been added to the file in the Client Information area.
Once you have added the client you may want to add a Next Follow-Up date (this will show up on your dashboard) and set the Status.
***Please Note: Setting and updating the status to pending, won or lost is important for reporting purposes.