Client profile
To enter the client’s profile, click on its row in the Clients tab. Alternatively, you can enter the client’s name into the search field in the top menu bar.
Here you can enter and check the detailed information about your client. To make changes to the client’s profile, click the Edit button at the bottom of the page.
Also, from anywhere in the client’s profile, you can create a quote or a project for this client or erase their data from the system. To do so, click the appropriate button at the bottom of the page.
At the top of the client’s profile, you can see the card with the basic information about this client.
Use the shortcuts in the Show panel on the right to see the opportunities, quotes, projects, tasks, and invoices associated with this client.
Important
Do not forget to save the changes to the client’s profile by clicking the Save button at the bottom of the page.