Clients

Your CRM: who is looking for what, what you sent them, what they liked, and what to do next.

Adding a client

1. Go to Clients and press Add Client – name, phone, email, notes – or add one from the right column of the Desk
2. Clients also appear by themselves when a visitor leaves contacts on a public selection or an ad

The client card

• Looking for – deal type, budget with currency, bedrooms, bathrooms, locations, property types, timeline, wishes
• About – citizenship, languages, family, pets, financing
• Status – Active, In Progress or Closed
• Timeline – selections sent, views, likes, contacts left, and your own notes and calls
• Follow-ups – schedule a task with a note; it reminds you by Telegram and email

Answers from the ad questionnaire fill the card automatically. Empty fields take no space – the card shows only what is known.

Agents and visibility

Admins and managers assign one or more agents to a client – from the card menu (Assign Agents) or in bulk after selecting several clients; the same dialog removes an agent. Agents see only the clients shared with them and the ones they created. Delete Client is in the card menu and on the client page.