In the menu, you have a section for Customers. Here you can add new customers and manage already existing customers.

To add a new customer, simply click the + button next to the headline Customers. Fill in the details. If the client is an intermediary, indicate this by checking the box.

Within the customer page in Cinode you can:

  • Add customer information, account managers, customer addresses, etc.

  • Register activities in "Events" such as notifications, meetings, and tasks

  • Manage existing projects by clicking them and getting to the project site

  • Tag customers to easily sort lists by customer category

  • Attach files such as contracts and agreements

  • Add customer contacts

  • Add current projects

  • Add current Prospects

All interactions with customers will be gathered in one place and give all stakeholders an overview of the situation of each customer. From this overview, you will then be able to adjust or add additions. This is where you see all projects connected to that customer, both won and open ones. By clicking on a project you will enter that chosen mission.

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