The Client View tab gives you insight into each one of your clients and all the projects that you are bidding, contracted or lost. You are also able to see all of the contacts, add client notes and click into each field.
To get started click on the client view tab:
Then choose the client that you would like to search for:
The client will then pull up with all of the client information: contacts, jobs, current pipeline, closing ratio and company comments.
In the contacts area you are able to see when the Next Client Follow Up is to happen and see who is scheduled to follow up.
You can edit the follow up or person by clicking on the calendar button:
Select the new date and user, then save.
If the contact is not currently listed under the company you can add a new contact by clicking New Contact
Add the contacts information, then save
You have access to all Projects and Leads that relate to the client:
You have full visibility into your current pipeline with the client along with your historical closing ratio:
Lastly you are able to add Company notes for this client: