Create one record for every client
Centralize company and commercial relationship data before connecting it to a job.
What you'll learn
How create one record for every client works inside Perfour.
What information you need and how it stays connected to Clients.
How to preserve traceability and find the record later.
How to complete client record
- 01
Understand the objective
Clients centralizes each commercial counterparty and connects it with contacts, projects and communication. This guide focuses on create one record for every client.
- 02
Prepare client record
Record company or legal name, contact details, owners and the information required to identify the company correctly.
- 03
Complete the workflow in Perfour
Create or update the company, add its contacts and use the same record when connecting projects or starting a conversation. One record prevents scattered data.
- 04
Review relationships and traceability
The client connects with projects, organizations and conversations, creating a shared relationship view. Avoid duplicates, confirm the primary contact and keep email, phone and responsibility current.
Frequently asked questions
What is client record and what is it for?+
Clients centralizes each commercial counterparty and connects it with contacts, projects and communication.
What information do I need to create one record for every client?+
Record company or legal name, contact details, owners and the information required to identify the company correctly.
How is this process completed in Perfour?+
Create or update the company, add its contacts and use the same record when connecting projects or starting a conversation. One record prevents scattered data.
Which other modules does it connect with?+
The client connects with projects, organizations and conversations, creating a shared relationship view.
What should I check before considering it complete?+
Avoid duplicates, confirm the primary contact and keep email, phone and responsibility current.