Creating a new client in Bolster is a straightforward process that is essential whenever a new individual requests a proposal. Follow these steps to add a new client to your pipeline:
How-to:
1. Go to Pipeline from the side menu:
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Select Pipeline under Dashboards from the side menu.
2. Create Client:
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Click the three dots next to Estimates.
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Select Create New from the dropdown menu
3. Enter Estimate Details:
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Enter the estimate name. This can be an address, code word, last name or anything you like.
4. Select or Create Client:
- Click on the Choose button
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You can choose an existing client or create a new one.
5. Enter Client Info:
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Enter the client’s email and click Next.
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Fill in additional client info as needed. Hover over each field to see if it’s a required field.
6. Save New Client:
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Once all info is entered, click Save.
7. Finish:
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Your new client will be saved as a Fresh lead in pipeline.
By following these steps, you can efficiently manage new client entries in Bolster, ensuring your pipeline remains organized and up-to-date.