Work with clients
Call, WhatsApp, log a call, add a follow-up, read the timeline, and change the assigned employee — from the website or the app.
On this page
Who is this lesson for?
- Assigned employee: follows the client every day: call, message, note, follow-up.
- Sales manager: assigns the employee from the list with Change Agent.
- The client: can open the app if login is allowed. They do not see your internal notes.
Before you start
- The person should already be a client. Convert them from a lead in Convert a lead to a client, or add them in Ways to add a client.
- You need permission to add a follow-up, log a call, and add a note. You need permission to add a client if you will use Add Client. To change who follows the client you need permission to edit a client.
- You can do every activity in this lesson from the website or from the app: call, WhatsApp, log a call, note, follow-up, timeline, and change the assigned employee.
- A periodic notification arrives on the app when a follow-up is due.
Open Clients
From the menu: CRM → Clients.
Click the name to open the profile.
- Add Client creates a client who did not come from a lead. Do not use it if you already converted them.
- Import loads many rows with AI, the same idea as importing leads.
- Quick add client is the short form on this page: name is required, then Save. Full steps are in Ways to add a client.
- Change Agent moves several rows to another assigned employee. That is Step 6.
- Account verification pending is the list of people waiting for you to approve login. It is not the daily work list. Full steps: Allow clients to sign up.
Work from Profile
The card has the name and the company. The buttons under the name are the daily work. The same buttons sit on the other tabs.
- Log Call: write a call that already happened. It goes on the Calls tab. Step 3.
- Add Note: title, Public or Private, then Save.
- Add Follow Up: the next follow-up. Step 4.
- Create Invoice: starts an invoice for this client. Full invoice steps are later in finance. A commercial or technical proposal does not need a deal; an invoice from a proposal needs the recipient to be a client first.
- Send Message: opens chat with this client in the account.
- WhatsApp: opens WhatsApp on the mobile number.
- Call: dials the mobile.
- Edit changes the file, including Assigned Employee.
The tabs on the file are Profile, Timeline, invoices, quotations, and Proposal. Open them when you need that record. You do not need a deal to work on a client.
Log a call
Click Log Call.
- Phone: filled from the client. Change it if you used another number.
- Status: Answered, No answer, Busy, Rejected, Failed, or Unknown.
- Duration: hours, minutes, seconds.
- Started: when the call began.
- Note: what the next person on the file should know. Then Save.
Add a follow-up
Click Add Follow Up.
- Follow Up Next: the date. Required.
- Start Time: the time. Required.
- Send Reminder: tick to set Remind before (day, hour, or minute).
- Remark: why you will come back. Then Save.
A reminder arrives on the app only if you ticked Send Reminder.
Read the Timeline
Open the Timeline tab.
Calls, notes, follow-ups, invoices, and quotations appear here in order. Read it before you call again.
Change the assigned employee
Back on the list, tick the rows, then Change Agent.
Pick the employee in Assigned Employee, then Save. That person is who follows up next. You will also see Assigned Employee on the profile.
From the app
CRM services
From home, under Quick services, tap Clients. Or swipe a card for Call, WhatsApp, or Follow-up.
Add follow-up
On the client, tap Add follow-up. Set the employee, schedule, status, remark, and Next follow-up reminder. Then Save.
Call details
Open Calls. In Call details pick the status, then Save call.
On Overview you will also find Call, WhatsApp, and App login so the client can scan a code and sign in. Assign the employee from the list with Assign agent, or from Edit under Assigned Employee.
What happens after?
- The call is on Calls and on the timeline.
- The follow-up waits for the date you set. A reminder arrives on the app only if you ticked Send Reminder.
- You can send a commercial or technical proposal from Proposal on this client. A deal is not required. Full steps: Create and send a commercial or technical proposal.
- An invoice from an accepted proposal starts here with Create Invoice. Contracts and invoices in full are later in finance. Support requests from this client are in Handle support tickets.
Common questions
Log Call or Call?
Call dials. Log Call writes a call that already happened.
Should I add a client here or convert a lead?
Convert when they started as a lead, so follow-ups and accepted proposals move with them. Use Add Client when they were never a lead.
Do I need a deal to work on a client?
No. Daily work, a proposal, and an invoice do not require a deal.
Where do I see invoices and proposals?
On the client file: the invoice tab, the quotation tab, and Proposal. They also appear on Timeline.
Does the follow-up reminder reach the app?
Yes, when you tick Send Reminder on the follow-up you saved.