How can I view detailed information about each client (e.g., created date, owner)? - SquareDocs

Clients

Table of Content

Table of Content

Table of Content

How can I view detailed information about each client (e.g., created date, owner)?

To view detailed information about a client in Hhola, simply access their profile from the client list. The profile will display comprehensive data such as the client’s contact information, the date they were added, the assigned owner, and any other custom fields you’ve entered. Additionally, you can view a history of interactions, past activities, and any upcoming tasks, making it easy to stay informed about the client’s status.

From first hello, Capturing leads, closing deals, and delivering services your entire journey lives in HHola.

From first hello, Capturing leads, closing deals, and delivering services your entire journey lives in HHola.

From first hello, Capturing leads, closing deals, and delivering services your entire journey lives in HHola.