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.