Create, Edit & Delete Client Accounts

CRM for Business enables seamless client/customer management. Create new client accounts, each with its access to a dedicated client dashboard.

Create A Client Account

Create a client account in CRM for Business by selecting the Quick Add icon or action_column.

1. Required/Mandatory information
   • Company name

-If your client does not have a Company, you can use their name as a “company” name.

1. • First name
   • Last name
   • Email address
2. Optional information
   • Billing address
   • Shipping address
   • Other Details

-Tags – Tags can be used for a variety of reasons, such as identifying unique aspects of your clients.

Editing A Client Account

To edit a client account in CRM for Business, select the Edit Client Icon, as depicted in the image below:

Deleting A Client Account

To edit a client account in CRM for Business, choose the Delete Client Icon, as illustrated in the image below:

When you delete a client, all the items/resources linked to that client will also be deleted. The list below highlights some of the items that will be deleted.

• Projects
• Client Users
• Invoices
• Tasks
• Files
• Payments
• etc etc