Every client and lead in AdvantaCRM lives on a profile. Creating one takes just a few fields to start — you add the full details later, right on the profile.
Opening the New Profile form
Click New Profile in the top-right of your Dashboard. (If your book is empty, you can also use Go to profiles from the dashboard's empty state.)
This opens the New Client form.
Choosing the type
At the top, pick whether you're adding a Lead or a Client — this is the most important choice on the form, because it determines where the profile goes:
Client — adds the profile straight to your book of business as an active client.
Lead — creates the profile as a Prospect and automatically adds it to your Leads page, so it's ready to work through your pipeline.
Not sure which to pick? See [Understanding profile status] for how leads, prospects, and clients relate.
Filling in the basics
Household — choose Single or Couple.
Source — where the lead came from (Call-in, Direct Mail, Event, Facebook, Referral, Website, Other). Don't see the right one? Choose Add new source to create your own.
First Name and Last Name.
Address (optional) — start typing and pick from the suggestions, or click Or enter manually for a PO Box. Add an Apt, Unit, or Suite in the Unit field if needed.
Creating the profile
Click Create Client (or Create Lead) to finish. As the form notes, you'll add the rest on the profile — only the basics are needed here.
Everything else — date of birth, contact info, addresses, and more — gets filled in on the profile itself. See [Filling in a profile's details] for the next step.