How To Create A Client?

In the journey of business development, creating a client is a pivotal step, and ChetsCRM provides three seamless methods to achieve this. Whether through direct conversion from a lead, transitioning from an opportunity, or by creating a client form, each method is tailored to user preferences and workflow efficiency.

Method 1: Convert Lead to Client Directly

Change the lead status to "Client" on the Lead Listing Page, seamlessly transferring data to the Client Listing Page.

Method 2: Convert Opportunity to Client

Click on the three dots in the Action list on the Opportunity Page and select "Convert to Client" for a smooth transition.

Method 3: Create a Client Manually

Manually input crucial details in a client form, covering personal and company information, contact details, and additional elements such as profile photos, ensuring a comprehensive client profile.

Access Client Module 

• Navigate to the Client Module given in the CRM Module in the Left sidebar of the screen in ChetsCRM.

• Click on the “Client” module in CRM Module To open a Lead listing.

  
  

Initiate Client Creation

• Within the Client page, find the "+Create" button.

• Clicking on this button will lead you to a dedicated page for creating a new Client.

  
  

Client Creation Form

• This form is designed to capture essential details for effective Client management.

Client Creation Form

Here you can see the Client creation form and Fill in the required details for the Client:

• Name

• Establishes a personal connection with the client.

  
  

• Username

• Unique identifier for secure login.

  
  

• Email

• Primary communication channel for ongoing correspondence.

  
  

• Password

• Ensures the security of the client's account.

  
  

• User Language

• Enhances user experience by offering content in the preferred language.

  
  

• Customer Group

• Facilitates targeted interactions based on client categorization.

• You can add Customer group names from the Settings Module in ChetsCRM.

  
  

• Campaigns List

• You can add Campaigns list names from the Settings Module in ChetsCRM.

  
  

• Company Name

• Offers insights into the client's organizational background.

  
  

• Address

• Provides location-specific context for a comprehensive client profile.

  
  

• Profile Photo

• Adds a visual element for easy identification and personalization.

By utilizing these methods and providing the necessary details, ChetsCRM empowers users to effortlessly create comprehensive client profiles, fostering meaningful and tailored interactions throughout the client lifecycle. You have now created a lead and you can see the list of leads in the Lead Listing Page.