Client Center OverviewGreat for client information and CRM
Client Center is designed to store CRM information and content related to clients and potential clients. Typically, the information stored at the client level is about the client relationship and not related to a specific project or sale opportunity. Each client can have their own workspace to store documents, contacts, links, tasks and more.
Client Center Sample:
Client Center lists all clients or prospective clients along with the most important fields of data that can then be used to sort, sequence or filter the list. Multiple views can be configured and saved for future use.
Client Workspace Sample:
When adding a client or prospective client to the Client Center, users have the option to create a workspace for managing client-related information. Default information for client workspaces includes:
|Details||Additional client details||Our Contacts||Key internal contacts related to client|
|Links||Additional client links||Projects||Projects related to client|
|Contacts||Key client contacts||Opportunities||Opportunities related to client|
|Invoices||Client invoice documents||Contracts||Client contract documents|
|Issues||Client issue list||Documents||Client documents|
|Tasks||Tasks related to client|