Main Menu > Clients
Main Menu > Profile > Clients

This is a list of your current clients and prospects.
From left to right you will see:

  1. The Heat status. 
  2. The Client or Prospect's name.
  3. Which Rep this Client or Prospect belongs to.
  4. A Contact number.
  5. Last contacted.

The last button on the right is an options button which gives you the option to:

  1. View the details page.
  2. Assign reps.
  3. Add a contact person.
  4. Convert to Client (if they're a Prospect)

There is a filter option available.
By pressing the white arrow in the search bar which will allow you to filter the list down to the information that you want.

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