Overview
The Client Details page offers a centralized location to add more information about your client. From here, you can manage:
Address details
Notes
Portal security and login credentials
Permissions
Orders and billing configuration
Contact Information & Address
Add or update the client's mailing and physical addresses.
Enter primary contact details and any secondary addresses as needed.
Client Portal & Permissions
Configure portal access and visibility:
Portal Access: Enable login for clients to retrieve leads.
Permissions: Control what clients can view, including lead source, lead grade, campaign, invoices, and payments.
Notifications: Option to email clients each time a new lead arrives.
Notes Section
Add internal notes or reminders that are visible only to your team, such as special instructions or background context about the client.
Orders & Billing Access
Quick links allow management of:
Existing orders
Invoices and payments
Billing records
Additional order creation and invoice processing directly from the client’s page
Best Practices
Enable portal access whenever clients need direct insight into lead flow and performance.
Fine-tune permissions to give clients exactly what they should see—no more, no less.
Use the Notes field to document important client-related details or agreements.
Link orders and billing to this page so setup and management stay consolidated.
Summary
Part VI brings together all client-specific configuration addresses, portal settings, permissions, orders, and billing into one streamlined page. Use this interface to finalize setup and maintain ongoing client management.