From anywhere in the system, find and click the blue + icon to create a new profile.
Here are some of the fields you can populate
Relation: If adding a single person, select "Single"; if you want to make two profiles at once for partners, then select "Couple."
Source: This is where the client of the prospect came from. You can choose from any of the generic sources that are provided by the CRM or select "ADD NEW SOURCE" to make your own. If you make a new source, it will be available in the dropdown going forward.
Status: Client or Prospect.
NOTE: If you select "Prospect," you will see a little checkbox with the title "Lead?". If you check this box, this person will show on your leads page. If you don't check it off then they will simply live in your database as a prospect.
First Name
Last Name
Zip Code (Optional)