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