You can access the client information in 4 different ways.
1- From the Clients screen;
-
Click the Clients button from the upper left menu.
-
Click on the client you want to view the information from the list or map tab.
-
You can access the client information in the INFO tab.
-
In the HISTORY tab, you can easily see the previous visits and activities carried out in these visits.
2- From the Visits screen;
-
Click the Visits button from the upper left menu.
-
Click the
button in the lower right corner.
-
Click on the client you want to view the information from the list or map tab.
-
You can access the client information in the INFO tab.
-
In the HISTORY tab, you can easily see the previous visits and activities carried out in these visits.
3- From the Plans screen;
-
Click the Plans button from the upper left menu.
-
Click the button at the bottom right.
-
Click on the client you want to view the information from the list or map tab.
-
You can access the client information in the INFO tab.
-
In the HISTORY tab, you can easily see the previous visits and activities carried out in these visits.
4- To access the information of clients who have opportunities: From the Opportunities screen;
-
Click on the Opportunities button from the upper left menu.
-
In that page, you can access your clients who have opportunities.
-
Click on the client you want to view the information from the list or map tab.
-
You can access the client information in the INFO tab.
-
In the HISTORY tab, you can easily see the previous visits and activities carried out in these visits.