Making a new profile

From anywhere in the system find and click the blue + icon to make a new profile.

Here are some of the fields you can populate

1. Relation: If adding a single person select "Single", if you want to make two profiles at once for partners then select "Couple".

2. Source: This is where the client of prospect came from. You can chose from any of the generic sources that are provided by the CRM or select "ADD NEW SOURCE" to make to make your own. If you make a new source, it will be available in the dropdown going forward.

3. Status: Client or Prospect.

4. First Name

5. Last Name

6. Zip Code (optional)