Difference between revisions of "Client view page – CRM tab"
From Protemos Wiki
| Line 1: | Line 1: | ||
| + | __FORCETOC__ | ||
| + | |||
==General info== | ==General info== | ||
Revision as of 09:54, 25 March 2022
Contents
General info
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, source, their assignability to projects and quotes, and notes:
Client manager
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:
