1. Click on Contacts
2. Click on your Customer's name
3. At the top you will see "Open Balance" - "Lifetime Revenue" - "Unpaid Invoices"
4. Click on Information
You will see all the customer's principal information - name, address, contact info, etc.
5. Click on Deals
6. You will see all customer deals
7. Click on Proposals / Jobs
8. You will see all customer Proposals / Jobs
With the Proposal #, the Name of the Deal, Stage, Description, Status, and Amount
9. Click on Appointments
10. You will see all customer Appointments
With the Preferred Date/Time, Another Date, Address, Created, Status, and Details
11. Click on Invoices
12. You will see all customer Invoices
With the Invoice #, the Job name, Status, Date, Age, Amount, Balance, and Last Emailed
13. Click on Payments
14. You will see all customer Payments
With the Deposit #, the Invoice #, Date, Method, Reference, Amount
15. Click on Tasks
16. You will see all customer Tasks
17. Click on Notes
18. You will see all your notes regarding the Deal
19. Click on Attachments
20. You will see Attachments uploaded for the customer
21. Click on Email Communication
22. You will see all the emails that have been sent to the customer
23. Click on Text Communication
24. You will see all the text messaging that has been sent to the customer.
