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.
The layout is very similar to the Clients subtab where the table shows:
- Clients Name - with a clickable link to the client overview
- Project - with a clickable link to the build overview
- Phone number
- Email address
- Sales Person
- Location
- Created at date
- Opportunity
- Client Lead
With the option to print, export, filter or keyword search the data.
To make the client 'active' again, click on the clients name to open their profile. Scroll down to the opportunity and update it to where in the sales process this client is at.
