Difference between revisions of "Client view page – CRM tab"
From Protemos Wiki
| (17 intermediate revisions by the same user not shown) | |||
| Line 1: | Line 1: | ||
__FORCETOC__ | __FORCETOC__ | ||
| − | ==General info== | + | =='''General info'''== |
| − | On this tab you can view and update the client status, manage client-associated to-dos | + | On this tab you can view and update the client status and source, manage client-associated to-dos and communication history notes: |
[[File:CRM.png|border|1100px]] | [[File:CRM.png|border|1100px]] | ||
| − | In the "Client info" section you can view and update the | + | =='''Client info'''== |
| + | |||
| + | In the "Client info" section you can view and update the '''<U>[[Clients statuses|clients status]]</U>''', '''<U>[[Clients sources|source]]</U>''', their assignability to projects and quotes, and notes: | ||
[[File:Client info1.png|border|1100px]] | [[File:Client info1.png|border|1100px]] | ||
| − | === | + | ==='''Manager'''=== |
In the "Manager" section you can view and update a manager for the client: | In the "Manager" section you can view and update a manager for the client: | ||
[[File:Crm tab - manager.png|border|1100px]] | [[File:Crm tab - manager.png|border|1100px]] | ||
| + | |||
| + | =='''To-dos'''== | ||
In the "To-dos" section you can view, create, update, or delete the client-associated to-dos: | In the "To-dos" section you can view, create, update, or delete the client-associated to-dos: | ||
| Line 20: | Line 24: | ||
[[File:Client to-dos.png|border|1100px]] | [[File:Client to-dos.png|border|1100px]] | ||
| + | =='''Communication history notes'''== | ||
In the "Communication history notes" section you can view, create, update, or delete the client-associated notes: | In the "Communication history notes" section you can view, create, update, or delete the client-associated notes: | ||
[[File:Client chn.png|border|1100px]] | [[File:Client chn.png|border|1100px]] | ||
Latest revision as of 08:24, 30 August 2022
General info
On this tab you can view and update the client status and source, manage client-associated to-dos and communication history notes:
Client info
In the "Client info" section you can view and update the clients status, source, their assignability to projects and quotes, and notes:
Manager
In the "Manager" section you can view and update a manager for the client:
To-dos
In the "To-dos" section you can view, create, update, or delete the client-associated to-dos:
Communication history notes
In the "Communication history notes" section you can view, create, update, or delete the client-associated notes:
