To view your customers, please follow the steps below:
- go to your dashboard in our software.
- search for the "Clients" section and click on it to open it.
- In this section, all the clients you are connected to are listed one below the other.
- Click on a client's name to see more information about them.
Can I see more information about my clients?
Yes, you can view more information about your clients by clicking on the respective client name. This opens a detailed view where you can see additional information about the customer. This can be contact details, contract details, history or other relevant information.