The Client Income feature in Fullness CRM allows you to record and track payments received from a specific client. By logging income directly within the client profile, your team can keep financial records organized and connected to the correct client.
Follow the steps below to Create a Client Income 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 you want to record income for.
- Access the Income Section
- Inside the Client Profile page, navigate to the Income section.
- You can access it from the top menu bar within the client profile or through the Quick Actions panel on the main client page.
- Add a New Income Record
- In the Income section, click the Plus (+) button to add a new income entry.
- Complete the Income Form
- A form will appear prompting you to enter the required details related to the payment or income received.
- Fill in the relevant information as presented in the form.
- Save the Income Record
- After completing the required fields, click the Save button to record the Client Income.
The income entry will now be saved within the client profile, allowing you to track all financial activity associated with that client directly in Fullness CRM.
