Delivery3 min read

Clients

A client is a company you have won and are now working with. It is the hub for the delivery half of the CRM.

Creating a client

/dashboard/clients

Convert a won opportunity, or add a client manually if the relationship started outside the pipeline. Either way the client links back to the company and contacts it came from.

Companies you have won and are now delivering for.

Opening a client shows their projects, invoices, contracts and revenue in one place. Projects are created from here rather than from the projects list, which is why the projects screen points you at clients when it is empty.

Creating a client#

The client record#

Creating a client

The client record