Client or Customer Relationship Management

After Adding a New Client the new client will display on the “All” search results.

When moving your mouse under the client you can click on (Edit/Delete/CRM)

The CRM, Client or Customer Relationship Management, contains sections to manage clients and customers. When generating a NEW QUOTE, the Quote management is also displayed under the CRM section.

You can add notes, change contact dates and manage quotations under the CRM section.