How to Add a Client


When you create a new inventory or deal record, any new buyer or seller added (for which you are the broker) will automatically be saved under the Client tab as a new client record.

However, if you want to add a new client to YachtCloser prior to creating a new inventory or deal record, you can do so by clicking on the Add Client button on the Client tab.

If you View any of your client records, you will see multiple submenu pages, such as the Client Info page, where you can fill in as much or as little information as you desire.

Under the Vessel Wants page, you can add information about the vessel your client is looking for.  Under the Vessel Has page, you can fill in information about the vessel your client currently owns and is selling.  You can also add additional vessels in the scenario where your client owns multiple boats.

You can also create appointments or keep track of specific activities using the Activity Log.

Click on Additional Info to add more information, such as a birth date, driver license #, social security #, etc..