Client Management article
Add Client
Add information and create the Client manually in the system
Amit G /   14/05/2020
Add Contacts to Client
You can add the contact person details of your Client into the system.
Amit G /   15/05/2020
Client Notes
Capture any information about Clients like communication, key points, summary, etc.
Amit G /   15/05/2020
Client Task
Add tasks for your team to have better control over the work process.
Amit G /   15/05/2020
Client Call Reminder
Set up a call reminder for Client so you never miss the call.
Amit G /   18/05/2020
Client Call History
Record the summary of calls into the system with the help of the Call History option.
Amit G /   18/05/2020
Client Files
Store the eCopy of Important Documents
Amit G /   31/07/2020
Send Email to Clients
Send email to the Clients from the system.
Bhavisha D /   18/05/2020
Send Mass Email to Clients
Send mass emails to clients and do the best engagement with Clients.
Bhavisha D /   18/05/2020
Client Activity Stream
Show the complete activity with respect to the Clients including emails, notes, tasks, etc.
Bhavisha D /   18/05/2020
View Email Communication of Client
See the communication with Clients into the system.
Bhavisha D /   18/05/2020
Grid View & List View - Clients
You can manage the views of the Client screen.
Bhavisha D /   18/05/2020
Send Text Messages to Clients
Start sending text messages to the Clients on their mobile phones.
Bhavisha D /   21/05/2020
Client Tracker
This is an auto-generated report of the activities you are doing for clients’ jobs. It contains live reporting.
Bhavisha D /   21/05/2020
Edit Client Information
Edit the existing client information with easy steps.
Nikita T /   11/08/2021
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