Get the most out of the client page
Activities, documents, projects, invoices, notes, exchanges.
Clicking a contact or company opens a complete page that consolidates the full history. It's your sales side source of truth.
What you'll find there
- Activities: timeline of emails, events, quotes sent, invoices, notes.
- Projects: every past and ongoing engagement with this client.
- Documents: quotes, invoices, contracts, signed proposals.
- Conversations: thread of all emails exchanged via Gmail or Outlook.
- Notes: your manual notes attached to the contact.
- Account info: email, phone, company, context notes.
Quick actions from the page
- Create a quote or invoice for this client in one click.
- Start a new linked project.
- Send an email directly (Atlas suggestion if enabled).
- Open the shared client portal.