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Recursos›Guías prácticas›Clientes

Clientes

Gestiona tu directorio de clientes y vincúlalos a proyectos.

← Todas las guías prácticas
Escritorio · Consola Web
Agregar un cliente

Incorpora las empresas a las que atiendes en tu espacio de trabajo para poder vincularles proyectos.

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Agregar notas de cliente

Mantén un registro continuo de conversaciones y decisiones en la página de cada cliente.

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Archivar un cliente

Ordena tu lista de clientes apartando las empresas inactivas sin perder su historial.

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Asignar proyectos a un cliente

Vincula las obras a la empresa a la que pertenecen, en lote, desde un solo cuadro de diálogo.

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Encontrar un cliente

Domina una lista larga de clientes con pestañas, búsqueda, ordenamiento, filtros y vistas.

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Vincular un cliente a un proyecto

Conecta cada trabajo con el cliente correspondiente, para que la relación sea visible dondequiera que aparezca el proyecto.

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Gestionar las categorías de clientes

Construye el vocabulario de categorías que da color y organiza tu lista de clientes.

Leer la guía →
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