Difference between revisions of "Client view page – CRM tab"
From Protemos Wiki
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On this tab you can view and update the client status, manage client-associated to-dos, and manage communication history notes. | On this tab you can view and update the client status, manage client-associated to-dos, and manage communication history notes. | ||
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In the "Client info" section you can view and update the client status, their assignability to projects and quotes, and notes: | In the "Client info" section you can view and update the client status, their assignability to projects and quotes, and notes: | ||
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| − | + | In the "To-dos" section you can view, create and update the client-associated to-dos: | |
| − | In the " | ||
[[File:Client to-dos.png|border|1100px]] | [[File:Client to-dos.png|border|1100px]] | ||
| − | + | In the "Communication history notes" section you can view and update the client-associated notes: | |
| − | In the " | ||
[[File:Client chn.png|border|1100px]] | [[File:Client chn.png|border|1100px]] | ||
Revision as of 13:26, 2 August 2021
On this tab you can view and update the client status, manage client-associated to-dos, and manage communication history notes.
In the "Client info" section you can view and update the client status, their assignability to projects and quotes, and notes:
In the "To-dos" section you can view, create and update the client-associated to-dos:
In the "Communication history notes" section you can view and update the client-associated notes:
