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 clickingbutton. In this way, the related areas will be filled automatically.