Adding a prospect client is simple with FieldFlō, this article will walk you through the exact steps on how to do this!
Required
In order to add a new prospect client, you must have the Add Client and View Clients roles enabled. Every prospect client must also be attached to an existing Lead, so make sure the lead has been created first.
Here are the steps to add a prospect client:
On your left main menu, click CRM.
Select the Clients tab, then click + Add client on the top right.
Enter the Company name, then set the Status to Prospect. The window will change to Add Prospect Client and a new Attach to lead field will appear. Search for and select the lead this prospect belongs to.
Fill in the rest of the Info tab. Fields marked with a Red * are mandatory - the rest are recommended but optional. The mandatory fields are:
Company name
Attach to lead
Address - City, State, ZIP
Tip: Start typing the street address and select the matching suggestion - City, State and ZIP will fill in automatically.
(Optional) Click the Contacts tab, then click + Add contact. Enter the contact's Full name (required), along with their Title, Email, Phone and Role. Check Set as the default contact for this client if this is your main point of contact, then click Save contact.
(Optional) Click the Notes tab to add anything worth remembering about this prospect - relationship history, preferred contact times, key personnel, etc.
Once all mandatory fields are entered, click Create Prospect.
Now your new prospect client is added to FieldFlō! You can find it under CRM > Clients by clicking the Prospect filter.
Information
Note: Contacts added on the Contacts tab are only saved once you click Create Prospect.