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How to manage your clients in soloBizOS.Com?

How to manage your clients in soloBizOS.Com?

Description

1. How to show list of clients in soloBizOS.Com?

     To do it, you click on CRM (1) menu => Click on Clients (2) sub-menu.

List of Clients In soloBizOS.Com

Illustration 1: List of Clients In soloBizOS.Com

     * Notes:

+ Add Client (3): click on this button to add a new client.

+ Eye icon (4): click on this icon to show Client's details. You can do it with the red box of No 7.

+ Pencil icon (5): click on this icon to edit the client's information.

+ Trash icon (6): click on this icon to delete the client.

+ 8th red box: click on the icons in this red box to contact with your clients.

2. How to create a new client in soloBizOS.Com?

     In Illustration 1 above, you click on ADD CLIENT (3) button => Then you input or select the suitable values in The add client form => Final, you click on Save button to finish.

Add New Client

Illustration 2: Add New Client

     * Notes:

+ Profile avatar: It has size limit that's 300 kb.

+ Email and Contact No: It has to be unique.



*For any questions, please contact us via Email: soloBizOSAgent@gmail.com Or support@soloBizOS.com Or Contact us via Form CONTACT for a prompt response.

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