Client Settings:
In your Client Settings, you have the ability to upload/update your Company Logo along with your unique URL to your personalised portal login page.
Client Leads - having this turned on will mean it is mandatory for you to add the client lead when entering a client, it also will display on the clients homepage. Turning it off removes it from the new client form and also will not display on your client homepage, even if you have had it turned on to enter previous clients.
Opportunity- this allows you to view or edit the opportunity names used in your branch. You are not able to add new opportunities as it will throw the percentage out however you can edit the exists names OR add new sub-opportunities.
Lastly, we have the expected closed date, this is the default timeframe you expected the contract to be signed from receiving the initial lead. This can be either 1, 3, 6, 9 or 12 months.
