I am using pages for this section of the CRM.
I have created a page called Clients. You can also create a page called Suppliers or Misc for those that don’t fit into the box!
Now I create a page for my Client called John Smith and add it as a sub page to the page called clients. I grab the url of this page and head over to the page called clients and enter this as a link. Now when I click on my page called Clients I can see a list of all my clients. Of course depending on your number of clients, you could refine this. A simple way is to create pages called Clients A to M, Clients N to Z.
When a client heads elsewhere or maybe it is a one-off job I have a page called Ex-Clients. I then move the record to this section.
There is one more thing to do with this section but that will come when we create a template to manage the clients.
Full series:
CRM – Stage One – An Introduction
CRM – Stage Two – Customer Records
CRM – Stage Three – Assigning Categories
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