Main Menu > Clients
Main Menu > Profile > Clients
This is a list of your current clients and prospects.
From left to right you will see:
- The Heat status.
- The Client or Prospect's name.
- Which Rep this Client or Prospect belongs to.
- A Contact number.
- Last contacted.
The last button on the right is an options button which gives you the option to:
- View the details page.
- Assign reps.
- Add a contact person.
- 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.