Noviram When a lead says yes, open the company, press ⋯ and choose Make client. Everything you know about them comes along: contacts, emails, notes and history. You can also add a client by hand on the Clients page.
On a client’s page you keep:
- Projects with a price, a monthly amount, a start date and a deadline. You get a reminder on the morning of the deadline.
- A timeline of what happened and what’s coming. Entries with a future date remind you when the time comes.
- Contacts, notes your team sees too, and upsell ideas from the research.
- All your emails with them, and a box to write a new one.
The Clients page shows active clients, the value of active projects, monthly recurring income and what’s due today.