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User Guide / Client / How to add a client using the V2 module?
  • How to create Credit Packs or Wallet Packs in Flavor for Pre-Paid Services?
  • How to see activity log of client?
  • How to view schedule or roster of client?
  • How to add amount to virtual wallet of existing client
  • How to view basic details of client
  • How to access documents of client?
  • How to add edits to Client Information
  • How to instantly add a remark from the Client List?
  • How to add a client using the V2 module?
  • How to add Client

    • Step 1

    Click on add client button from the client module.

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    Step 2

    You will be redirected to the page to fill in the client information.

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    Step 3

    In your CRM account, you will have to then just fill in the information asked.

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    Step 4

    Make sure all mandatory information were filled.

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