Clients
Adding a Client
Before you send a quote or invoice in Xagle, you add a client. A client is the customer or compan...
Client Types
Every client has a Client Type drop-down. It is a label that tells you where that customer is in ...
Lead Sources
A lead source answers a simple question: How did this customer find you? Think of it like a label...
Contacts
One client in Xagle can stand for a whole company. Under that company you can save contacts: real...
Localization Settings
Sometimes a customer uses a different money type (currency) or language than your usual defaults....
Parent and Child Accounts
Sometimes one company belongs to a bigger company. In Xagle you can tie them together. The main c...
Communication
The Communication tab on a client is where you see what your team and Xagle have recorded about t...
Notes
A note is a short message your team leaves on a client. It helps everyone remember calls, promise...
Client Settings
The Settings tab on a client holds the “rules” Xagle should follow for that customer. This is not...
Emailing a Client
You can write and send an email to a customer without leaving Xagle. The message can use saved te...