View details of a client’s package

Avatar
by Bruce Milne
Follow

From your 'My Hub' page (please see below)

Screen_Shot_2019-10-08_at_09.10.07.png

If you go to the 'Menu' icon in the top right...

Screen_Shot_2019-10-08_at_09.12.03.png

then select 'Contacts' from the options

Screen_Shot_2019-10-08_at_09.12.58.png

Screen_Shot_2019-10-08_at_09.13.40.png

Select the client profile 

Screen_Shot_2019-10-08_at_09.14.44.png

Followed by 'Financials' from the list below the client profile picture and then 'Packages'

Screen_Shot_2019-10-08_at_12.03.34.png

You can then click the 3 horizontal grey dots next to the package to view the details 

Screen_Shot_2019-10-08_at_12.04.59.png

 

Comments

0 comments
Please sign in to leave a comment.
Powered by Zendesk