This tutorial will guide you through the process of creating a client using the Client Creation Module. Follow the steps below to either create a client manually or let the system create one automatically based on a won opportunity.
1. Automatic Client Creation (From Opportunity Stage):
If the opportunity stage is marked as ‘Won’, the system will automatically create a client profile.
All the relevant details (such as company name, contact information, and more) will be pre-filled based on the information from the opportunity stage.
No manual input is needed unless you wish to update or add additional information.
2. Manual Client Creation:
- If you need to create a client manually, follow these steps:
Access the Module: Open the Client Module and click on the “Add” button.
- Fill Out the Mandatory Fields:
Fields marked with an asterisk (*) are mandatory and must be completed. These include:
Company Name: Enter the client’s company name.
Client Owner: Select the team member responsible for this client.
Lead Source: Choose the source of the lead.
Inquiry Date: Select the date when the inquiry was received.
Finalized Date: Add the date the deal was finalized.
First Name and Last Name: Enter the contact person’s details.
Email and Alternate Email: Provide the email addresses for communication.
Phone Number and Cell Number: Include both numbers if available.
Designation: Specify the contact person’s job title.
Web: Add the company’s website (if applicable).
IM (Contact/Communication ID): Input the client’s preferred communication ID (like Skype or Teams).
Address Details: Fill in the Street, City, State, Country, and Pincode fields.
Tax ID: Include the client’s tax identification number.
Attach Documents (Optional): Use the Choose Files option to upload any necessary documents related to the client (e.g., contracts, agreements).
Add Notes (Optional): Enter any additional information or remarks in the Notes field.
3. Save the Details :
Click the Save button to finalize and create the client profile.
If you need to cancel, click the Close button.
Tips for Using the Module :
- Consistency is Key: Ensure all mandatory fields are completed to avoid errors during the creation process.
- Review Pre-Filled Data: If creating a client automatically from a won opportunity, double-check the information for accuracy.
- Keep Records Updated: Regularly update client details to maintain accurate records in the system.
This process ensures smooth client creation, whether done automatically or manually.