Overview of Clients

The main view is organized to aid your workflow:

Reminders shows you important alerts so you can stay organized and stay ahead of the game. You'll see:
- Reminders to close leads you claimed from the queue
- Notifications of missed messages
- Alerts of upcoming deadlines
Leads to Close shows you the leads you've claimed who have not yet accepted a quote from you. As well as notifying you of the lead's status (e.g. "quote sent," "working"), it also notifies you of an missed messages or if you have passed a proposed deadline.
Active Projects shows you the projects you currently have in progress

Viewing a Client

Clicking on a Client tile will bring you to the Brand Detail View.

Here, you can access and continue your communication with the client as well as other key information. In the example above, you have recently matched with a client and have sent an initial Matching Email to them.

Actions You Can Take

To continue communications with your client, click "actions" at the bottom of the screen:

Here, you have the option to:

Send a Quote to your client,