Steps
- Open "Clients" from the left sidebar navigation to view your organization's client directory.
- Click "New client" to create a new record with primary contact name, email address, phone number, company/agency name, and internal notes.
- Search and filter your client list by client name, email, or company in the client search field.
- Click on any client's name to open their profile details, view contact information, and see all proposals created for them.
- Click "Create trip for client" directly from a client profile to automatically link a new proposal to that client.
- Edit existing client details or update contact preferences at any time by clicking "Edit" on their record.
Notes
- Linking trips to clients automatically associates proposal activity and history with the client's record.
- Client records are shared across your organization team members.