Spaces
Apps
Templates
Create
Service Desk
All content
Space settings
Content
Results will update as you type.
How to use Service Desk
CRM
Burrow
Senro
Welcome to Senro v4.0
MANAGEMENT SETUP & CONFIGURATION
Client and Sales Management
•
Logging into Senro
•
Home Screen
Create and Match
New and Existing Prospects
Prospect Files
New and Existing Clients
Personal Client Details
Corporate Client Details
•
Company Client Overview
•
Address History (Company/Corporate)
•
Company Client Staff
•
Contact Controls (Company/Corporate)
•
Company Client Portfolio
Sales Tools
•
Printing Labels
•
Marketing and Reporting
•
Service Desk Index
•
Webinars
Service Desk
/
/
Corporate Client Details
/
Company Client Portfolio
Summarize
Company Client Portfolio
Adam Evans
Owned by
Adam Evans
Jun 13, 2017
1 min read
Loading data...
Accessing the Portfolio Page within the Company Overview
From the Company Client's Overview Page, click on 'Existing Arrangements'
Note
Arrangements with a commission attached cannot be deleted.Â
{"serverDuration": 15, "requestCorrelationId": "f864944698f64cd297c174e2f9c63566"}
