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  1. Customize Client Profile

Customize Client Profile

Customize Client Profile

add fields to crm profileclientclient profileclientscrmcustom client form in crmcustom client profilecustom fields crmcustom profilecustomer profile formedit customer profile formmodify client details
Improve the client experience, and enhance operational efficiency. By gathering specific information upfront, businesses can personalize services, tailor their approach, and ensure a smoother onboarding process. This also allows for better management of client relationships and sets clear expectations from the beginning.
Go to the navigation menu and click on Clients > Forms
Click on profile client edit button
Set who can see, edit the field or whether it is Required.
Select a field type
Save the client profile form

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