 Search the Knowledgebase |
 Browse by Category |
|
|
|
| Word |
Description |
| Client / Prospect File |
A client / prospect file contains information about that client/prospect. A client file can be opened by: A) Clicking Resources > Clients: Selecting a client/prospect, B) Clicking the "client" tab from within a client folder, then clicking the [i] button. |
| Client / Prospect Folder |
A client/prospect folder contains all the information pertaining to that client/prospect. The folder consists of several tabs including: Summary, Details, Client, Venues, Resources, Paperwork, Pricing, Accounting, Other, Contacts, and Music. |
