Client List

Here's a tip... the term "client" in True Client Pro does not necessarily mean a paying client. You can track whether a project for a specific client is a lead or a booked job using A for Active and I for Inactive Status. Once the project is created for this client, you can click on the side arrow under Worksheet to get to the entire project. This is where you will see all the detail about the project. You will be able to create an invoice, proposal, recipes, store documents, add notes, track the project, add a timeline, budget tracking, and much more.

Note:
The client's Email, once added, CAN NOT be changed. Each email is a unique Id for security. You will need to delete the client and start over again by adding the client with the correct email.

Тэги:

#True_Client_Pro #Weddings #Florist #Planners #Designers #Business_Solutions #Floral_Software #CRM #Project_Management_Tool #Customer_Relationship_Management #wedding_Planners #Floral_Industry #Wedding_Industry #Business_Coaching #Evene_Planning #Floral_Inventory #Event_Industry #Wedding_and_Event_Planner #Inventory_Management_Tool #Active_Clients #Inactive_Clients #Project_Tracking #Budget_Tracking #Project_Timeline #Where_to_find_client_list_on_true_client_pro #Client_list

Скачать видео