Manually create a client profile, send an invitation to a client, or let the system automatically generate leads from submitted online forms.
How to create a new client profile. To create client profile go to clients and click on add client
Invite client. To create client profile go to clients and click on add client. Click on invite a client.
Automatic lead generation. When an online form is submitted, a new Lead client is created automatically. You can go to Clients and filter by 'Leads' to see a list.
