Difference between revisions of "Client view page – CRM tab"
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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: | ||
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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: | ||
Revision as of 11:23, 24 March 2022
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, the source, their assignability to projects and quotes, and notes:
In the "Manager" section you can view and update a manager for the client:
In the "To-dos" section you can view, create, update, or delete the client-associated to-dos:
In the "Communication history notes" section you can view, create, update, or delete the client-associated notes:
