All Collections
Client overview
Client overview
Robert Blixt avatar
Written by Robert Blixt
Updated over a week ago

You can save a complete overview of your client from first and last name to social networks and the like.

All this is available in order to have a better overview of each of your clients.

How to access your clients' overview

  1. When you go to the section 'Clients' at the desired client, click on the three dots at the end of the row, and then go to Details.

  2. Here you have access to add more information about your client like (e.g. Details, Projects, Notes, Contacts, Activities)

Did this answer your question?