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Customer Overview

You can view all customer data like invoices,contracts,tickets,notes, by clicking on the customer edit button and on the right site you can view all customer activity to your company, also there is an option Login as client so you can check their client profile.

 

 

Related Articles

  • Setup Customer Map

  • Sending proposal to customer or lead

  • Customer admins

  • New Customer Contact

  • Send contact set password link

  • Reports


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