Create a Client

Create a Client

How to create a new client



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    • Client

      The Clients section allows you to manage your company's past, current, and future clients. Via the left menu > Clients When you arrive on the page, you'll find a list of all the clients registered in the FolloSOFT application. For each of them, ...
    • Broadcast

      This function allows you to send a communication in batches to your contacts by targeting them with specific criteria. If no criteria are chosen, you will target all contracts. Here are some examples of broadcasts: Deliver the proposal to potential ...
    • Create & Assign Services

      How to create & assign a service
    • Create & Assign Routes

      Create routes & assign a contract to that route
    • Create a new user

      How to create a portal (web) and tablet (mobile) user. Creating a New User (Web Portal or Mobile Tablet) To create a new user, whether it is a Web user (portal) or a Mobile user (tablet), follow these steps: Go to the Management Menu > Users. Click ...