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Address, website and contact details for client and prospect resources are entered and managed via the information tab on the client or prospect card in either the CRM or resources modules.

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ADD INFORMATION TO PROSPECT

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OR CLIENT

• Go to CRM > clients & prospects list > select the client or prospect from the list > click

• 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: 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 upload a profile picture (usually the client logo) for clients and prospects via the information tab.

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• You will now have a profile picture for the client

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