The General Information tab will give you a quick overview of your customer and will display all Billing and Tracking Information.
Total Estimates will be displayed on this page.
- The This Year number is based on the calendar year and your estimate creation date.
- All Time will show both Active and Archived estimates.
Total Work will be displayed here as well.
- Estimated total will include all work that has been estimated for this customer - Pending, Lost or Won.
- Sold total will only include estimates with a Status of "Won".
You can adjust your Tracking + Assignment and Tags for the customer. For more information on your options, see below.
- Adjust the Customer Type. Options are as follows: Lead, Customer, Vendor, Subcontractor, Employee, Partner or Other.
- Assign your Customer to one of your Admin staff. For information on creating Staff Accounts in LMN, click HERE.
- Select a Referral Source. For information on creating Referral Sources, click HERE.
- Add Tags - for more information on adding Tags, click HERE.