General contacts

Individuals for whom the firm does not yet act are recorded as general contacts. Those familiar with sales software will understand these to be prospects. A general contact can be upgraded to a Client.

Tip: See Service Contacts tab for details on adding service contacts.

In this section:

• Searching for a contact
• Adding a general contact
• General contact details
• Internet access for contacts
• Converting a general contact to a service or service contact
• Upgrading a general contact to a client
• Deleting a general contact