How to access the Client Information?

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.