Accounts

How to add a new client?

Create an account for a client or an agent. Both types provide the same features; the type lets you distinguish them when reviewing statistics.

How to edit or delete a client profile?

How to view all quotes sent to a specific client?

How to change client status?

How to re-assign clients to other sales rep?

Useful when the sales rep goes on holidays, and their clients are assigned to another sales.

What is the client dashboard?

How to map clients' potential?

How to use hashtags to segment clients?

You can hashtag your clients to group and filter them easily

How to send an Email only?

Send an email to your client, without the quote. New easy way to communicate with your customers!

How to set a default margin for the client?

Set the pricing guideline for your commercial team

How to merge client accounts

You can merge client records to have all activities under one account