Address, website and contact details for client and prospect resources are entered via the information tab on the prospect card which is accessed via the CRM module.
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ADD INFORMATION TO PROSPECT RECORD
Add, update and maintain information against an existing Go to CRM > clients & prospects list > select the client or prospect record via the information
tab on the prospect card. from the list > click the show/hide prospect card icon and click the information tab icon.From here you can add and update the following information:
Name: company name, this is amandatory field, all the others are optional
Initials
Phone number
Mobile number
Email
Social information (: web address, LinkedIn page etc.)
Resource group (: can be used on client and prospect resources, resource groups are used for grouping resources together e.g. for a mail out)
Tags
Address details
Business (: resources can be grouped by business type or industry for reporting purposes e.g. Retail, Technology, Finance etc.)
Primary Contact (: main contact for the client/prospect)
Responsible (your company’s client lead): the person in your company responsible for the client or prospect. This will default to your name but can be changed.
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UPDATE PROFILE PICTURE
You can also create profile picture (usually the client logo) for clients and prospects via the information tab.
Click on light blue box with the client’s initials or the existing profile picture
Click the upload icon
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