Difference between revisions of "Client view page – CRM tab"
From Protemos Wiki
| Line 1: | Line 1: | ||
__FORCETOC__ | __FORCETOC__ | ||
| − | |||
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: | ||
[[File:CRM.png|border|1100px]] | [[File:CRM.png|border|1100px]] | ||
| + | |||
| + | ==Client info== | ||
In the "Client info" section you can view and update the client status, source, their assignability to projects and quotes, and notes: | In the "Client info" section you can view and update the client status, source, their assignability to projects and quotes, and notes: | ||
| Line 15: | Line 16: | ||
[[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 23: | ||
[[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]] | ||
Revision as of 09:57, 25 March 2022
On this tab you can view and update the client status, manage client-associated to-dos, and manage communication history notes:
Client info
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:
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:
