The process to add a document is similar for clients, students and tutors. Student: In the top menu bar, go to Client Care > Students > click Student Name > scroll down and expand Documents > click Add Document Client: In the top menu bar, go ...
To add a lead: In the top menu click on Lead to Consult > Leads, the LIST OF ALL LEADS page appears Click Add a Lead from the left panel In the BASIC INFORMATION Section fill out the following: Channel: The source of how the lead was generated Lead ...