In this virtual training session, you will learn about how you can setup your Clients/Companies in CentricFlow, prior to start using the CRM to its full potential.
About this training session?
This session will cover several Client Settings topics, including:
- Add New Client
- Edit Client Details
- Edit Client Financials
- Manage Client Contacts
- Manage Client Site Addresses
- Manage Client Compliance
- Manage Client Notes
- View Client Work History
- Manage Client Rate Cards
- Manage Client Plan Access
- Manage Client Tasks
- View Client Permanent Jobs
- Manage Client Credit History
- Edit Client Booking Attachment
Virtual training session articles
Add New Client
To Add A New Client please watch the video found in this page:
https://hub.centricflow.co.uk/knowledge-base/clients/how-to-add-a-new-client-video/
Edit Client Details
To Edit Client Details please watch the video found in this page:
https://hub.centricflow.co.uk/knowledge-base/clients/how-to-edit-client-details-video/
Edit Client Financials
To Edit Client Financials please watch the video found in this page:
https://hub.centricflow.co.uk/knowledge-base/clients/how-to-edit-client-financials-video/
Manage Client Contacts
To Manage Client Contacts please watch the video found in this page:
https://hub.centricflow.co.uk/knowledge-base/clients/how-to-manage-client-contacts-video/
Manage Client Site Addresses
To Manage Client Site Addresses please watch the video found in this page:
https://hub.centricflow.co.uk/knowledge-base/clients/how-to-manage-client-site-addresses-video/
Manage Client Compliance
To Manage Client Compliance please watch the video found in this page:
https://hub.centricflow.co.uk/knowledge-base/clients/how-to-manage-client-compliance-video/
Manage Client Notes
To Manage Client Notes please watch the video found in this page:
https://hub.centricflow.co.uk/knowledge-base/clients/how-to-add-client-notes-video/
Manage Client Work History
To Manage Client Work History please watch the video found in this page:
https://hub.centricflow.co.uk/knowledge-base/clients/how-to-view-client-work-history-video/
Manage Client Rate Cards
To Manage Client Rate Cards please watch the video found in this page:
https://hub.centricflow.co.uk/knowledge-base/clients/how-to-view-client-rate-cards-video/
Manage Client Plan Access
To Manage Client Plan Access please watch the video found in this page:
https://hub.centricflow.co.uk/knowledge-base/clients/how-to-manage-client-plan-access-video/
Manage Client Tasks
To Manage Client Tasks please watch the video found in this page:
https://hub.centricflow.co.uk/knowledge-base/clients/how-to-manage-client-tasks-video/
View Client Permanent Jobs
To View Client Permanent Jobs please watch the video found in this page:
https://hub.centricflow.co.uk/knowledge-base/clients/how-to-view-client-permanent-jobs-video/
View Client Credit History
To View Client Credit History please watch the video found in this page:
https://hub.centricflow.co.uk/knowledge-base/clients/how-to-manage-client-credit-history-video/
Edit Client Booking Attachment
To Edit Client Booking Attachment please watch the video found in this page:
https://hub.centricflow.co.uk/knowledge-base/clients/how-to-manage-client-booking-attachment-video/