Adding a new client/representative
It is now possible to add a new client (a company or a person) straight from REQUESTS/QUOTES panel, as well as adding a client’s representative.
When creating a new quote, click a + icon right next to the ‘Requested by’ field.
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).
Once a new client has been added it will be stored in Leon for future usage and its profile is also created in the Phonebook
