On the client details page, you will have the option to add Notes, Tasks, set up Meetings, log Calls and track Emails.  Alternatively, you can click on the “Action” button to add similar sales activities to the Client. 

In addition to the sales activities, on the right panel of the window, users can:

i. Edit Client details

• Click on the Edit option in the Client detail section.
  
  
  

• This would give a pop-up, where the necessary changes can be done.

• Hit “Save”
  

ii. Add new contacts

• In the contact section, click “Add Contact”
  
  
  

• This would give a pop-up, where you can enter the contact’s first name, last name, contact type, email, phone, the job title of the contact in their organization and the department they belong to. Click ”Save”.
  
  

iii. Directly add ‘New Opportunities’ associated with this Client

• In the opportunity section, click  “Add Opportunity”.
  
  
  

• From the pop-up enter the opportunity details.

• Click ”Save”
  

iv. Add new documents or edit/preview existing documents linked to this Client

• In the opportunity section, click  “Add Opportunity”
  
  
  

• This would give a pop-up, where you can create a new document

• Click ”Save”