In the Client overview, we can select the “Show Client on the first page” tick box, which will do two things. 



Firstly, it will add the Client to the home page under the My Client List, with handy links to the Client Profile, the Project, their main contact number, and an idea of where they’re at in regard to their Sales Opportunity.


And, if we go to the Client list, you’ll see that this Client has been prioritised to the very top of the Client list (or to the top grouping if other clients have also been prioritised) and is also highlighted in bold lettering.



The Client Overview Action button


Once a Client’s profile is created, there are a few key actions you can take. We’ve identified these in the Action dropdown via the Client Overview screen. 



From here you can:


  •  Add a follow up for this client,
  • Add another build to the client
  • Add a client note - clicking this will drop you down the client overview page to where the client notes are added


Adding Client Notes


In general, there are two types of notes that we like to reference, one type is the notes that would help you build rapport with your Client, and the other is notes that are going to help you add value to the project.  But you can add whatever notes you need to, these are only visible to those with branch logins.


On the rapport side of things, your Clients might drop little facts and snippets about themselves and their situation, these little points and notes may really help in winning the Client over i.e. when you’re going to a site visit with your client, you can jump on your phone, tablet or laptop, review your key client notes, and set yourself up for a really great meeting.


Each note entry will automatically record who added the note, plus the day/time that they added them. You drag and drop or upload a variety of files - images, PDFs, video files etc.  They’ll be sorted by order of most recently added, you can also edit, delete, or pin a certain note to the top of your notes if you’d like.



Once you have added your notes, you have the option to edit, pin (this will keep this note at the top) or delete your note.