A breakdown of your Clients page.
The Clients page is the overview of your prospects saved in Proposify. You’ll find all information related to your prospect and their company here; including addresses, contact information, and any client-focused custom variables. If you need to add, update, remove or view your client details, this is the place to do it.
Click here for instructions on how to add a prospect to Proposify.
Click here for instructions on how to import a client from a linked integration.
You can reach the Clients page from the navigation bar, found anywhere outside of the Editor:
You can also reach it by clicking here.
Quick Overview:
| 1 |
Search Filter |
Helps you find the company you’re looking for, or narrow down your list to just your favourites. |
| 2 |
Add New Client |
Creates a new company/contact, or imports one from your integration. |
| 3 |
Client Company Details |
Shows the name of the prospect. Select the name to expand client contacts. This also includes client contacts not linked to a company. |
| 4 |
Client Contact Details |
Shows the name and contact information for your client contacts. |
| 5 |
Default Contacts |
Set the default contact to appear when making a proposal for this company. |
| 6 |
Edit Buttons |
Appears when you hover over a company or contact.
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| 7 |
Create Buttons |
Creates a new proposal or client contact for this company. |
| 8 |
Favourite |
Select the star icon to favourite this client. They’ll appear when you select the star button in the Search Filter.
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