The Clients button is where we add new clients, find their client information, and manage our sales leads through to completion. The Clients button is found at the top of the Homepage as shown by the rectangle below.
Once we click on the Clients button, we arrive at the active Clients list page, where we can easily find and access all of our active clients. We display two Client lists, My Clients and Other Clients - any Clients assigned to me as the salesperson will appear in the My Clients list at the top of the page.
If you've got more than 10 entries, they'll be on the next pages which you can access by clicking “next”, or you can select how many entries you want to view.
All the other active Clients in the branch (assigned to another salesperson) are available in the Other Clients list, which can be found with a simple scroll down to the list at the bottom of the page.
As a salesperson, you'll always have access to all of the active clients in your database, but to find any clients who have completed their builds with you, or have been marked as lost, you need to go to the Closed Client list.
