Create a new client: Legal Entity

In ClientManager CRM, you can efficiently create new clients, including legal entities or juristic persons representing organizations, corporations, or other legal entities. This guide will walk you through the steps to create a new legal entity client and provide insights into this specific client type.

Initiating Client Creation

1. To begin creating a new legal entity client, navigate to the CRM's interface.

2. Look for the icon of a little user with a plus symbol (grey) in the top right corner of the interface.

3. Hover over this icon, and a tooltip will appear, indicating 'Create new client.'

4. Click on this icon to initiate the client creation process.

Selecting Legal Entity Client Type

1. After clicking the 'Create new client' icon, a modal titled 'What type of client would you like to create?' will appear.

2. In this modal, select the option 'Legal Entity.' This choice signifies that you are creating a client that represents an organization, corporation, or another legal entity.

Providing Legal Entity Details

1. Upon selecting 'Legal Entity,' you will be redirected to the next page, where you can input essential details about the legal entity client.
   • You will typically provide information such as the legal name of the entity, registration details, tax identification numbers, and any other relevant information that pertains to the organization's legal status.
2. Ensure that all mandatory fields are filled out accurately. The specific fields you need to complete may vary based on the legal entity client type.

Completing the Process

1. Once you have provided all the necessary legal entity details, click the 'Create Client' button.

2. You will be instantly redirected to the client's dedicated page within the CRM, where you can further manage and update the legal entity client's information, record interactions, schedule appointments, and perform other client-related tasks.

Creating legal entity clients in ClientManager CRM follows a straightforward process, starting with selecting the 'Legal Entity' client type and entering their essential details. By choosing this client type, you ensure that you capture the relevant information needed for effective management of legal entity clients.

Should you ever need to create a different type of client or update legal entity client details, you can effortlessly do so by following the same process outlined above.