To create a client, click the Create New Client button on the CRM dashboard. A sidebar opens where you fill out the client and project details.
Fields to fill out
Account Name (e.g., Company Name)
Project Address
Primary Contact Details
Full name
Email
Phone number
Role/Description
Add Additional Contact
Project name
Assign Agent (who owns this lead from the team)
Optional: Schedule an on-site meeting
Click the Schedule Now button to book a meeting while creating the lead. Click here to know more about scheduling a meeting on the CRM page
Optional: Qualifying Questions
After scheduling, you’ll find optional qualifying questions. One default question is “Where did this client come from?” It represents lead sources, which are managed in Settings --> Lead Source.
Beyond that, users can add other custom questions (dropdowns or text fields). To add a question, the user will click the option "Add Custom Field", which will open a pop-up to add the details.
The user can also manage the Custom Fields from the settings --> Custom Fields page.