Add people or business who are not clients

There may be times when you want to add a record for people who are neither a prospect or a client. Such people should be added to the platform as non-clients. This could be a firm of solicitors that you use for example. You can add individuals and businesses.

1. Go toClients > Add client. Alternatively, select Add clientfrom the Actions list.

2. Under Status, select Non-Client .

3. Under Client type, select Individual or Business.

   • If adding an individual, record the required information (only Forenames and Last name are mandatory.

   • If adding a business, enter the Business name and select Business type from the list. Registered number and Registered in can be optionally completed.

4. Select Save & view record.