Add Clients And Link Orders In CRM

1. Introduction

Let's get started by adding a new client to the CRM.

2. Open Client Section

Click on the CRM menu

3. Initiate Adding New Client

Click "Add Client" to start creating a new client profile.

4. Select Full Name Field

Fill up the client's information to create the profile.

5. Confirm Adding Client

Once the client information is filled out, click on "Add Client" to create the client profile. Once the profile is created lets go and create an appointment.

6. Open Appointment Section

Click "Add Appointment" to begin scheduling a new appointment for the client.

7. Access Search Field

Click "Search by name or phone..." to find the client for the appointment.

8. Enter Client Search Query

Search for the client by name or phone number. Once the client is selected, let's go and link the order that is related to this client.

9. Open Order Linking Field

Click "Link order..." to associate an order with the appointment or the client.

10. Enter Order Search Query

Search for the relevant order by tag or order ID. Then select the order, and link it to the client.

11. Create Appointment Entry

Click "Create Entry" to finalize the appointment creation process.

You have successfully added a new client and scheduled an appointment in Odidor ERP. Verify the client details and appointment appear correctly in the system. For further management, explore editing client profiles or managing additional appointments.