What information is necessary when adding a client (e.g., name, email, phone number)? - SquareDocs

Clients

Table of Content

Table of Content

Table of Content

What information is necessary when adding a client (e.g., name, email, phone number)?

When adding a client in Hhola, you need to provide essential information such as the client's full name, email address, phone number, and potentially their company name if applicable. Additionally, you can include notes, their preferred communication method, and other relevant contact details. This information ensures that your team has all the necessary data to manage client relationships effectively, enabling smooth communication and efficient follow-ups.

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.