Client view page – CRM tab

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Revision as of 11:51, 25 March 2022 by Andrii (talk | contribs) (Client info)

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General info

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

CRM.png

Client info

In the "Client info" section you can view and update the clients status, source, their assignability to projects and quotes, and notes:

Client info1.png

Manager

In the "Manager" section you can view and update a manager for the client:

Crm tab - manager.png

To-dos

In the "To-dos" section you can view, create, update, or delete the client-associated to-dos:

Client to-dos.png

Communication history notes

In the "Communication history notes" section you can view, create, update, or delete the client-associated notes:

Client chn.png