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 section on the right 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.
The Client View is the place where you can find all important information and actions for any client, such as; Viewing client information and cont...
Issuing an invoice for a prospect automatically converts them to a client. No manual action is required to complete this, and all of the prospect c...
There are two options available for locating an existing prospect; Using the prospect list and filters. Using Smart Search. Using the prospect li...