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The Clients button is where we add new clients, find client information and manage our sales leads through to completion. The Clients button is found at the...

Adding a new Client is pretty straightforward. If you click on the “Add Client’ button as shown below, you’ll be taken to the ‘New Client’ page where you ca...

When adding Client details you’ll notice the Client Opportunity/Client Lead/Estimated Budget/Expected close date section - these fields feed into your Sales...

Clicking “Show more” when adding a Client, allows you the chance to add additional client profile information.   The most relevant feature here is to “A...

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 t...

RAVE allows you to provide additional clients access (with their own RAVE client profiles and log-ins) to your primary client's project as a secondary c...

Creating the Client Login and a Temporary Password You can create a Client login and a temporary password by first finding your client by clicking on t...

Giving the Client access to the Schedule views Giving your client access to their project schedule via RAVE is totally at your discretion.  First you need...