Use the Customers page to better manage client relationships.
Find the Customers page in the left-hand menu.
On this page you can:
Create customer accounts
Manage all customer information
Add notes and view past customer conversations [see below]
Upload files (i.e. past client ads and historical purchase details)
Assign ad reps
Select customer payment preferences
Add customer tags (i.e client status, rate class, type of business) [see below]
Place an order on behalf of the customer
Invite a customer to their account
Customer Notes & Files will help you keep all your client records in one place. You can add a new note or file attachment by clicking the pencil icon as shown in the image below:
Customer Tags will help you organize your client relationships, design special promotions, and filter by categories that makes sense for your sales team.
Create a new tag simply by typing it in:
Use "All Tags" to filter your client list by existing tags:
Customer Invoice Settings
Default Payment Schedule: Select the cadence at which this customer prefers to be invoiced. The options are: prepay monthly, postpay monthly, and prepay in full.
Default Terms: Select the terms that should be used when invoicing this customer. The options are: Net 10, Net 15, Net 30, Net 60, Net 90
Note: Indicating payment schedule and terms here will not automatically schedule any invoice creation. These selections are intended to be used for informational/record-keeping purposes to assist in your invoice creation process.