If you have been struggling to effectively search for the correct entity amidst an increasing number of contacts, opportunities and documents then this feat...

 Create a Client Navigate to the “Clients” section in the left sidebar. Click on “Add Client” in the top right corner. From the pop-up enter ...

To Bulk import clients, please follow the below mentioned steps : Navigate to the Clients section from the sidebar. Click on “Import” in the top right...

Client contact refers to the email contacts of the organisation. There are two types of contacts: primary and secondary contacts. You can add only one pr...

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 ...