Difference between revisions of "Client view page – CRM tab"
From Protemos Wiki
(→Client info) |
(→Client info) |
||
| Line 8: | Line 8: | ||
==Client info== | ==Client info== | ||
| − | In the "Client info" section you can view and update the client status, | + | In the "Client info" section you can view and update the client status, <U>[[Clients sources|source]]</U>, their assignability to projects and quotes, and notes: |
[[File:Client info1.png|border|1100px]] | [[File:Client info1.png|border|1100px]] | ||
Revision as of 11:47, 25 March 2022
General info
On this tab you can view and update the client status and source, manage client-associated to-dos and 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:
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:
