Client

Manage clients

1. Efficiently add details of the clients and upload critical documents related to each client using our CRM Software..

Add new Client data

1. Navigate to the 'Client' section in our Business Software.

2. Click on the "Add" button to initiate the addition of a new client in our ERP Software.

3. Complete the required data fields that are presented in our Technology Solutions.

4. Once all details are entered, click the "Save " button to save the new client data.

In the client's tab, you can input client information with the following details: Company Details:

1. Client Name - Name of the client's company
2. Brand Name - Name associated with the client's brand
3. Full Name - Full name of the client
4. Company ID - Unique identification for the client's company
5. Time Zone - Time zone of the client's location
6. Currency - Currency used by the client
7. Tax ID/GST ID - Tax identification or GST number of the client's company

Client's Office Details:

1. Office Name: Name of the client's office
2. Address: Physical address of the client's office

Client Company Supervisor Details:

1. Name: Name of the client company's supervisor
2. Email: Email address of the client company's supervisor
3. Phone Number: Contact number of the client company's supervisor
4. Roles: Roles assigned to the client company's supervisor
5. Department: Department of the client's company
6. Designation: Job title or designation of the client company's supervisor
7. Wallet Address: Wallet address associated with the client company.

Edit the saved Client

1. Click on the Edit Icon: Locate and click on the 'Edit' icon to update client details in our Sales Software.

2. Edit Client Details: Modify existing information or enter new details to update the client's profile with our Mobile App Development capabilities.
3. Save the Updates: Confirm all modifications are accurate, then click the 'Save' button to apply the changes.