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The clients module consists of four submodules namely, Contacts, Profiles, Leads and Subscribers (collectively referred to as Clients). Let’s take a look at the logic of the clients module below.
A contact is the basic information the system stores on a specific client. Consider your contact summary page as your address book. It contains a list of ALL contacts on the system, active and inactive.
In this chapter we will talk about the Profiles section of the Clients module and how you can use, edit and add Profiles to maximise sales opportunities.
In this chapter we will go over the Leads section of the Clients module. This is an important chapter for all agents who wish to maximize their Lead potential and improve lead tracking, communication and buy in.
