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Company Panel Configuration

Last Update för 6 dagar sedan

Dashboard features Expense Report: GPS Report: Attendance Report: Analytics Reports

Manage Clients

Twib Support team

Last Update för 2 månader sedan

Add and Manage your Clients effortlessly on Twib .


To add Clients, go to :-

Menu >> Clients >> there you will find several options to choose from Add Clients, Add Clients in Bulk, Map View, Client Groups and Download Client list in Excel. Choose option as per your requirement.

In the image above :- 
  1. Search Clients.
  2. Add Clients.
  3. Add Clients in Bulk.
  4. Map View your Clients.
  5. Create Client Groups.
  6. Download the existing Client List in Excel.
To add Clients >> Click on + Add Clients >> Fill up the Client Form >> You can Link address of your Client to Map by clicking on Blue Location Address link button, move the pointer to your Client Location and Confirm >> once completed click on Add. Your client will be added successfully.
To add Clients in Bulk >> Click on + Add Clients in Bulk >> A Sample Excel file is available , Download the Sample and prepare an Excel file with your own client details and Upload it as asked, it will be a huge time saver for those who has a huge client list >> Make sure to read the "Alert" properly before Bulk Client details Upload.
Other than all the features you can Create Client Groups to categorize your clients according to your requirement. After creating Groups Add Clients within the group. You can also View the Clients on map if they are geo tagged as well as Download all the Client Data in Excel.

After adding users successfully, you can see Client Statistics directly from the Client Section. Beside each Client you will find an Edit Client Button, through which you can edit the client details at any point of time, beside that you will find a Client Statistics Button, by clicking on that you will see the detail like Visits, Orders, Collections and Outstanding for that Particular Client.

This is how you can Add and Manage all your Clients on Twib.

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