Setting Client Details


Once you've added a new account, you can set additional client details by clicking on the client name.



Once you've selected a client, it will show the  Client Details on the right-hand side of the page where you can set the following:
  1. Account - where you can edit Company Name, website, email, and other details. 
  2. Task List - set tasks to be done to handle the account
  3. Discussion - Collaborate with teammates assigned to the account, as well as share files for account management. 
  4. Contacts - input the contact person/persons for that company
  5.  LinkedIn - connect account to LinkedIn to get people. 
  6. Follow up - set follow up date for that account
  7. Business- view all businesses with the account, whether in the pipeline as a lead or with live projects
  8. Invoices- view all open invoices with that account and average due days for the account. 



Last updated: February 16, 2016
 

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