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leon:sales [2020/05/22 14:45] rafal [Invoice] |
leon:sales [2020/06/06 07:58] rafal [Details of the Request] |
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* **Assignee** - a person who is designated to work the quote. | * **Assignee** - a person who is designated to work the quote. | ||
* **T/O & LDG emails** - client representative' | * **T/O & LDG emails** - client representative' | ||
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+ | === Adding a new client/ | ||
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+ | [{{ : | ||
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+ | It is now possible to **add a new client** (a company or a person) straight from **REQUESTS/ | ||
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+ | When creating a new quote, click a **+** icon right next to the ' | ||
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+ | {{: | ||
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+ | Leon will show slightly different windows if a new client is a **company** and a different one if a new client is a **person** (see screenshot on the right). | ||
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+ | Once a new client has been added it will be stored in Leon for future usage and its profile is also created in the [[leon: | ||
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+ | {{: | ||
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