Clients tab
The Clients tab (1) displays all the clients you are currently linked to.
From this tab, you can add new clients (2), access their detailed records (3), or remove them from your list (4).
Adding new clients
First, start by searching among all the companies registered on our platform. To do so, simply enter the company’s name, phone number, or email address to see if it is one of our partners.
You will get a list of companies matching your search. Then, simply click the “Add to list” button to add them to your clients.
If the company you searched for is not found, you will receive a notification.
Client Sheet
A client record allows you to view its specific information as well as its branches.