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.
ON THIS PAGE YOU WILL FIND: |
|---|
ADD INFORMATION TO PROSPECT OR CLIENT
Go to CRM > clients & prospects list > select the client or prospect 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 a mandatory 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
UPDATE PROFILE PICTURE
You can also upload a profile picture (usually the client logo) for clients and prospects via the information tab.
Click on light blue box with initials or the existing profile picture
Click the upload icon
Select your image > click open
You will now have a profile picture for the client
