Create a commercial client
To create a new commercial client you must go to the “Maintenance” module and to the sub-list “Clients”.
Create a client contact
In order to create a new client contact with all the client details, you should access the “CLIENTS” module and go into the “Client Contact” tab.
Create a commercial product
To create a new commercial product you must go to the “Maintenance” module and to the sub-list “Clients”.
Create lead
To create a new Lead, navigate to the “Clients” module.
Create an activity
To create a new Activity, navigate to the Lead.
Create estimate
Estimates can either be linked to Fees or created directly under a Company, Leads, or Activity.