Difference between revisions of "Client view page – CRM tab"

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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.
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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:
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[[File:CRM.png|border|1100px]]
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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:

Revision as of 13:29, 2 August 2021

On this tab you can view and update the client status, manage client-associated to-dos, and manage communication history notes:

CRM.png


In the "Client info" section you can view and update the client status, their assignability to projects and quotes, and notes:

1100px


In the "To-dos" section you can view, create, update, or delete the client-associated to-dos:

Client to-dos.png


In the "Communication history notes" section you can view, create, update, or delete the client-associated notes:

Client chn.png