OneSuite empowers you to manage your client relationships seamlessly. Here’s how to create a comprehensive client profile within the dedicated “Clients” section:
1. Accessing the Client Section:
Navigate to the “Clients” section within OneSuite. This is your central hub for cultivating and managing strong client relationships.
2. Initiating Client Creation:
Spot the prominent “Create Client” button and click it to initiate the process of adding a new client to your portfolio.
3. Crafting a Detailed Client Profile:
Fill in the essential details to ensure a well-rounded client profile:
- Client Name: Start by entering the official name of the client or company you’re creating a profile for.
- Contact Information: Capture all the necessary contact details to ensure smooth communication. This might include:
- Email address
- Phone number (work and/or personal, if applicable)
- Designation (e.g., CEO, Marketing Manager)
- Website link (if available)
- LinkedIn URL (for relevant connections)
- Short note or project hint (to jog your memory about past interactions or project scope)
4. Building Context (Optional):
For a more holistic view of your client, you can choose to include additional information:
- Client Status: (Optional) You may have the option to designate a specific client status within OneSuite.
- Company Information: Provide details about the client’s company, such as company name, email address, contact number, office address, and city.
5. Enhanced Organization (Optional):
Similar to the Lead Pipeline, OneSuite allows you to further organize your client profiles with:
- Client Source: Identify the origin of the client relationship (e.g., referral, marketing campaign).
- Tags: Create custom tags to categorize clients based on specific needs, project types, or any other relevant criteria.
- Industries: Attach the relevant industry to categorize your clients and personalize your communication accordingly.
By utilizing these functionalities, you can create comprehensive client profiles within OneSuite, fostering stronger relationships and streamlined project management.
