A client is exactly what it sounds like - a customer or client that has or will purchase a product or service from you. Typically, creating a client allows you to;
You may use all or some of these features, depending on your company.
There are two methods available for creating a client;
You can manually create a client with the following method;
Once you have entered all of the required information and saved the client, you will be taken to the Client View.
The Client View is the place where you can find all important information and actions for any client, such as;
Clicking or tapping the tabs at the top will provide information such as;
There are two options available for locating an existing client;
Using the client list;
Using Smart Search;
A client can be edited from the Client View;
When editing a client, you will be able to update important client information, such as;
Client actions can be anything that has happened to a client, including;
Some actions are recorded automatically, such as when you generate a quote. Other actions can be recorded manually as and when you need them.
Using the Client Actions tab is the only way to record information against a client. Simply type what you need to and hit send.
The client manager is the person who is responsible for the customer or client. The user who created the client is the default manager (or when a prospect is converted to a client, the person who created the prospect).
The manager receives important notifications when something happens with the client, and tasks, projects, quotes and invoices are attributed to the user when another user is not selected.
Client managers also make it easier to generate a list of clients that each user manages through the client list filters.
You can change the manager at any time by;
Clients have the option of you adding additional details, which are automatically included in quotes, invoices and statements. Additional details could be a variety of information, such as;
You can add or edit additional details by;
A client can be enabled or disabled by;
Disabling a client will result in the client not being editable and it will be removed from important lists such as generating quotes.
Prospects And Clients > Statements
You can download a statement for a client at any time by either; Using the main menu clients > manage > download statement. Select the company and the statement period and click the download button. ...
Prospects And Clients > Updating Prospects
You can convert any prospect in to a client by going to the Prospect View > convert to client.When converting to a client, the following things will happen;All actions will be copied across.A new cont...
Prospects And Clients > Prospects
Add a prospect by going to clients > add prospect.You will be requested to enter basic information, including the company or person's name. Pay attention to the name check to avoid duplicate entries....