Floating Action Buttons – Client Profile

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< 1 min read

You can always see these buttons when you navigate on the Leads, Prospects, and Customers page. Now let us check each of its functions.

saphyte client profile
EditThis allows you to make changes to your client’s profile.
ContactThis is a shortcut button to send an email to your clients.
Change PasswordThis resets the Client Portal password of your client.
ConvertThis function is useful in converting a lead into a prospect or a customer depending on which sales stage the lead is presently at.
QuoteThis is a shortcut button to create a quote associated with your client.
InvoiceThis is a shortcut button to create an invoice associated with your client.
DeleteDelete a client record.