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

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(Client info)
 
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__FORCETOC__
 
__FORCETOC__
==General 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:
 
On this tab you can view and update the client status and source, manage client-associated to-dos and communication history notes:
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[[File:CRM.png|border|1100px]]
 
[[File:CRM.png|border|1100px]]
  
==Client info==
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=='''Client info'''==
  
In the "Client info" section you can view and update the '''<U>[[client status|Clients status]]</U>''', '''<U>[[Clients sources|source]]</U>''', their assignability to projects and quotes, and notes:
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In the "Client info" section you can view and update the '''<U>[[Clients statuses|clients status]]</U>''', '''<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]]
  
===Manager===
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==='''Manager'''===
  
 
In the "Manager" section you can view and update a manager for the client:
 
In the "Manager" section you can view and update a manager for the client:
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[[File:Crm tab - manager.png|border|1100px]]
 
[[File:Crm tab - manager.png|border|1100px]]
  
==To-dos==
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=='''To-dos'''==
  
 
In the "To-dos" section you can view, create, update, or delete the client-associated to-dos:
 
In the "To-dos" section you can view, create, update, or delete the client-associated to-dos:
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[[File:Client to-dos.png|border|1100px]]
 
[[File:Client to-dos.png|border|1100px]]
  
==Communication history notes==
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=='''Communication history notes'''==
  
 
In the "Communication history notes" section you can view, create, update, or delete the client-associated notes:
 
In the "Communication history notes" section you can view, create, update, or delete the client-associated notes:
  
 
[[File:Client chn.png|border|1100px]]
 
[[File:Client chn.png|border|1100px]]

Latest revision as of 08:24, 30 August 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:

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