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Go to CRM > clients & prospects list > select the client or prospect from the list > click the show/hide prospect card
icon and go to the contacts tab.Select the the client or prospect record you wish to add information to > click the toggle resource card icon
This will open a separate window where you can update client contact information including:
Name
Initials
Position
Phone number
Mobile number
Social: e.g. LinkedIn, Skype etc.
*Skills
*Interests
*Resource group (usually used on clients and prospect resources, resource groups are used for grouping resources together e.g. for a mail out)
*Tags
Address details
*Skills, interests, resource groups and tags are unique to your system and can be created in the Settings module.
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