Change Prospect to Client in Address Book
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Change Prospect to Client in Address Book
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Change Prospect to Client in Address Book
When an estimate is accepted, we recommend the prospect is classified as a client. When this change is made, JobBag creates a record : New Business Until dd/mm/yyyy (12 months from the date when the client accepted the estimate).
When an estimate is accepted, find the address book record of the prospect and edit it.
Step 2 Click on
A new data field appears - New business until. The default date is 12 months from when the first estimate was accepted. This date can be used to identify the billings for a period of 12 months.
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