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The Clients section is a micro Client CRM for your client list whereby you can see and manage
- Stats
- See an overview of client spend
- Main details
- Main contact details and company information
- Contacts
- Add multiple contacts for this client
- Rates
- Add and manage custom rates for this client
- Jobs
- A list of all your jobs with this client
- Notes & reminders
- Add client notes and set reminders that will email you on a certain date
To access the clients section, go to Clients in your top menu:
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