View details of a client’s package

Avatar
by Ryan Hallett
Follow

From your 'My Hub' page (please see below)

On the left hand side of your account, you will see the side menu where you can select 'Contacts'.

Hub.png

Select the client profile 

Screen_Shot_2019-10-08_at_09.14.44.png

Followed by 'Financials' from the list below the client profile picture and then 'Packages'

Screen_Shot_2019-10-08_at_12.03.34.png

You can then click the 3 horizontal grey dots next to the package to view the details 

Screen_Shot_2019-10-08_at_12.04.59.png

 

Comments

0 comments
Please sign in to leave a comment.