1. Click On "Contacts"
2. Click On Your Customer's Name
3. Here We Can See A Summary Showing The Open Balance, Lifetime Revenue, And The Number Of Open Invoices
4. Click On "Information"
Here You Can View And Edit Contact Details Such As Name, Email, Phone, Company, Job Address, And Billing Address
5. Click On "Deals"
Here You Can View And Manage The Deals Associated With The Contact And See The Stage They Are In And Their Status.
6. Click On "Proposals/Jobs"
Here You Can Review And Manage Proposals Or Jobs Linked To The Contact, See The Stage They Are In And Their Status.
7. Click On "Appointments"
Here You Can View And Manage Scheduled Appointments, Including Their Dates, Addresses, And Current Status.
8. Click On "Invoices"
Here You Can View And Manage The Contact’s Invoices And Their Status.
9. Click On "Payments"
Here You Can See All Recorded Payments, Including The Date, Method, Reference, And Amount.
10. Click On "Tasks"
Here You Can View And Manage Tasks Assigned To The Contact
11. Click On "Notes"
Here You Can View, Edit, And Delete Saved Notes.
12. Click On "Attachments"
Here You Can Upload And Manage Files Or Documents
13. Click On "Emails"
Here You Can Track All Sent Emails, Including Recipients, Subjects, Delivery, And View Status.
14. Click On "SMS"
Here You Can See All Sent Text Messages, Recipients, Delivery Status, And Message Content.
