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updates:requests-quotes-possibility-of-creating-client-and-representative-within-this-section

Adding a new client/representative

Adding a new client (company or person)

It is now possible to add a new client (a company or a person) straight from REQUESTS/QUOTES panel, as well as adding a client's representative.

When creating a new quote, click a + icon right next to the 'Requested by' field.

adding client.png

Leon will show slightly different windows if a new client is a company and a different one if a new client is a person (see screenshot on the right).

Once a new client has been added it will be stored in Leon for future usage and its profile is also created in the Phonebook

new client in PB.png


updates/requests-quotes-possibility-of-creating-client-and-representative-within-this-section.txt · Last modified: 2020/06/08 08:23 by rafal