Difference between revisions of "Client view page – CRM tab"

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(Created page with "On this tab you can view and update the client status, manage client-associated to-dos, and manage communication history notes.")
 
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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.
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In the "Client info" section you can view and update the client status, their assignability to projects and quotes, and notes:
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[[File:Client info.png|border|1100px]]

Revision as of 13:18, 2 August 2021

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, their assignability to projects and quotes, and notes:

1100px