Client view page – CRM tab
From Protemos Wiki
General info
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:
