Clients in the Gerabot system can be created in two ways. The first is adding a client manually in the "clients" section.
In order to create a new client, you need to go to the clients section and click the “Add client” button.
After that, a page opens with filling in data on the client.
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After adding, the client will appear in the general list of clients. For more convenient customer management, you can filter customers by parameters:
The second way to add customers is to add a customer through a lead card. To do this, you need to go to the lead, and click the create client button on the right.
In this case, a customer will be created using the existing lead data.
Customer data editing takes place on the customer's page when a transition to it is made through the customer list.
The client has the following tabs available for editing: