A lead client is normally created when the client is a potential client so no confirmed requirements exist.
To create a lead client:
- Click on Create Client from the Companies menu.
- Ensure the Create Lead Client box is ticked.
- Complete the details and click Confirm.
A client record will be created with a status of Lead and actions can be run against this client.
Note: A 'Lead' Client's status will be changed to Active if a linked 'Lead' Job is converted.