Clients

Here is a reference video:

Once the opportunity gets closed then the prospect is converted to a client. You can click on the “Client” tab on the top of the screen and we can see the list of clients

On the extreme right side of each client list you will see  icon. Clicking on it we get 3 options as shown below:

By Clicking on the “Edit” option you can edit details of clients or add any details if needed. Clicking on Edit will land us to the below page. On clicking the save button the new details will be saved.

The next option is to click on “details” tab from where you can see all the details of the client including opportunities and all details

By clicking on “ Business Location” you get the different business locations of the client. On the top right hand side you can click on the “Add Business Location” tab to add a new location.

Clicking on the tab, you can get a pop-up form to fill the address of the new location as shown below. We can click on save and save the new location.