Adding clients is one of the key features of LeoSquad that serves you a better CRM system.

From your home page, go to the menu bar.

Scroll to the bottom of the menu bar, select the plus icon.

Select "ADD CLIENTS".

OR,

From your home page, go to the menu bar.

Click on "CLIENTS".

Click on "Add New Clients" located at the bottom of the screen.

Add the client info.

Fill in the client?s details as instructed.

Client Name - Enter the client?s name.

Website - Enter the company?s website.

Mobile - Enter the client?s mobile number.

Fill in the client?s state, country, and postal code.

Office Phone Number - Enter the client?s office phone number.

Select or add the client?s category.

Select or add the client?s subcategory.

Fill in the client?s company details.

Company Name - Enter the company?s name.

Website - Enter the company?s website.

Address - Enter the company?s address.

Fill in other client?s details which include;

Skype-Enter the client?s skype id.

Linkedin-Enter the client?s LinkedIn profile.

Twitter-Enter the client?s Twitter account.

Facebook-Enter the client?s Facebook account.

Mobile-Enter the client?s contact number.

GST Number- Enter the company?s GST Number.

Shipping Address- Enter the client?s shipping address.

Note-Add on any additional information or message.

Select Yes/No for sending the credentials to the client.

Enable or Disable email notification.

Click on "SAVE".

How to view and edit a particular client?s info?

From your home page, go to the menu bar.

Click on "CLIENTS".

Now you can see a tabular view of the client?s detail.

Go to the client whose information is to be viewed or edited.

Select "ACTIONS".

Click on "VIEW".

Now you can view the client?s detail.