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 omhMfGKllrOJ7xe8JJBDrjqL4ZdCz8hygA.png 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 omhMfGKllrOJ7xe8JJBDrjqL4ZdCz8hygA.png 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.