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Overview of the Client's Profile Page
Overview of the Client's Profile Page

This article will help you understand all of the information provided on the client's page.

Douglas Cole avatar
Written by Douglas Cole
Updated today

Client profile pages can have a lot of helpful informaiton about a client you're working with.

  1. Client Description: Important notes, links, high-level information on the client

  2. Primary Contact: Primary point of contact under the client

  3. Website: Client's website

  4. Contacts: All contacts associated with the client

  5. Priority Level: Client's priority level

  6. Assignee: Team member(s) associated with the client

  7. Services: Selected services in our system associated with work for the client

  8. Open Work: Open work broken out into two tabs - series and one-time work.

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