The Client Orders feature in Fullness CRM allows you to create and manage orders directly within a client’s profile. This helps your team keep track of products or services requested by the client while maintaining a clear record of all client-related transactions.
Follow the steps below to Add Client Orders in Fullness CRM.
- Navigate to Client Management
- From the Fullness CRM dashboard, locate the side menu.
- Click on the Client Management section to open the client list.
- Open the Client Profile
- From the client table, select and open the client profile where you want to create the order.
- Access the Orders Section
- Inside the Client Profile page, navigate to the Orders section.
- This section can be accessed through the top menu bar within the client profile or through the Quick Actions panel on the main client page.
- Create a New Order
- In the Orders section, click the Plus (+) button to add a new order.
- Fill Out the Place Order Form
- A Place Order Form will open.
- Enter the required information related to the order as presented in the form.
- Save the Order
- After completing the necessary details, click the Save button to Place the Client Order.
The order will now be recorded in the Orders section of the client profile, allowing your team to track all client orders directly within Fullness CRM.
