In Supermove, you have a Clients tab on the left hand side navigation in order to keep track of all of your customers. Let's learn more about it!
Navigating to the Clients Tab
Click on Clients on the left hand side navigation bar
This will take you to the Clients Tab
Searching & Filtering
You can use the bar on top to search for a specific client
You can also use the Salesperson tab on the right hand side to filter for clients who are associated with a specific salesperson
Adding a New Client
From the Client's tab, click on + New Client
A popup opens up for you to fill in the client's information. Click on Save once you're done!
Editing & Deleting a Client
Once you've found the client in question, click on the pencil icon to edit the client information. Once you're done, click on Save
To delete a client, click on the three vertical dots and then delete