How to Easily Create a New Client in Bos
Managing clients efficiently is essential for any business, and Bos makes the process seamless. Here’s a quick guide to adding a new client to the system.
Understanding Clients in Bos
In Bos, a client typically refers to an organization that has multiple contact persons associated with it. However, in some cases, the client may be an individual rather than a company.
Step 1: Adding a New Client
To get started, enter the client’s name along with the primary contact person associated with that client. This ensures that the key point of contact is recorded right from the beginning.
Step 2: Adding Additional Contacts
Once the client has been created, you have the flexibility to add multiple contact persons as needed. This is particularly useful for organizations with different representatives handling various aspects of communication.
By following these simple steps, you can efficiently manage your client database, ensuring smooth interactions and organized records within Bos.
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