In here you will find the following:
- Client Logo.
- Client Name – upon clicking on the client name, you will be able to view the details on the right panel.
- Task Count- get the total task count within the client, which is also linked in the task board.
- Discussion Count- know the number of messages/chats transpired for the client.
- Contact Count- know how to contact for concerns pertaining to specific clientele.
- Follow Up (Calendar) – where you can select the date range.
- Team Member - know who’s involved in the team to get in touch with the client. You can also add a new teammate by simply clicking on the (+) button.
- Add lead- add new lead or business from specific clientele