Clients
Adding a Client
Adding a client is the first step to creating invoices, tracking payments, and organizing your bu...
Client Types
Each client record includes a Client Type field. This field classifies the client based on their ...
Lead Sources
A Lead Source tracks where your lead originated (e.g., a specific advertising campaign, a referra...
Contacts
A single client record may represent a company with multiple contacts—each with their own phone n...
Localization Settings
Some of your clients may use different currency or speak another language than your default langu...
Parent and Child Accounts
If the client record you are creating is affiliated with another account, you can link the two ac...
Communication
The Communication section on the Client Account allows your company to keep track of Notes, email...
Notes
Notes let you keep track of actions or updates on a client account. You can add tags, search thro...
Client Settings
The Client Settings page in Xagle allows you to manage and customize important details for each c...
Emailing a Client
You can create and send an email right from the Client's page. Press Email This brings up a ...