Plus Button > Prospect/Client
Press on the Plus Button in the bottom right of your screen:
They require: a Name, an Address & a Phone Number.
The address line should begin auto-completing as you are typing & you will need to select the correct address from the given list.
Please ensure that you select the correct option - Either a Prospect or Client.
If you have more information about the Prospect or Client, click on the MORE button:
This will allow you to fill in even more information about the Prospect/Client before you create it.
Once you have filled in all of the information, click CREATE and the Prospect/Client will be created.
Tip 1: Telephone numbers may have spaces in them but no brackets or hyphens may be included.
Should you be having an issue with Prospect/Client creation, please contact the Saleboat Support team who will gladly assist you.
You can do this by starting a conversation with them in Saleboat
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