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Adding applications and details

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How to add application to the contact?

To convert your prospect into clients and to process additional services for your existing clients, you need to add an application. To add the application, you should have the following permissions:

Please note: Application is connected to Workflow, partner, and product. And email id of the contact is mandatory to add the application as an email ID is required for the further process of the application.

Step 1: Open your contact's profile.

Step 2: Select the “Application” tab

Step 3: Then click on the “Add” button

Step 4: Then a pop-up will appear

Step 5: Select “Workflow” for the application from the dropdown.

Step 6: Select the partner

Step 7: Then select the product

Step 8: Click Save to save or click Save & new to save and create a new application. You can create multiple applications for one client