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updates:requests-quotes-we-have-added-new-functionalities [2020/06/05 09:12]
bartek
updates:requests-quotes-we-have-added-new-functionalities [2020/06/08 08:23] (current)
rafal
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-====Adding a new client/representative==== 
  
-[{{ :leon:sales:adding-company-person.png?200|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. 
- 
-{{:leon:sales:adding client.png?nolink|}} 
- 
-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 [[leon:phonebook|Phonebook]] 
- 
-{{:leon:sales:new client in PB.png?nolink|}} 
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 ====Changes in modifying schedule==== ====Changes in modifying schedule====
updates/requests-quotes-we-have-added-new-functionalities.1591348332.txt.gz · Last modified: 2020/06/05 09:12 by bartek