Add New Lead / Client

To add a new client, click on New Opportunity on the top left menu on the dashboard. Clicking this will bring up the Add New Lead / Client window, with fields that you’ll be needing to fill in as shown below:

Note: 
The important and mandatory fields are marked with ' * '
You can simply press the ' +' key as a way to add additional information:

The Secondary Contact will serve as a backup contact person in case the first contact person listed is unavailable. 

The Billing Address needs to be filled out on cases where the job location is different from the billing address where the quotes will be sent to.

At the bottom of the window, you'll have the option to Create a Quote for that client or to Save and Close. Upon clicking save and close it will redirect you to the dashboard. Create Quote will bring up a new window for you to start the next process which is to build your quote.