Edit client information in Workspace CRM.Documentation Index
Fetch the complete documentation index at: https://lindo.ai/docs/llms.txt
Use this file to discover all available pages before exploring further.
Editable Fields
| Field | Description |
|---|---|
| Name | Client’s display name |
| Contact email | |
| Company | Business name |
| Notes | Internal notes (client doesn’t see) |
Notes Field
Use notes for:- Project details
- Communication history
- Special requirements
- Internal reminders
Tips
- Keep info current
- Use notes liberally
- Update after meetings
- Track important details
Workspace Overview
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White Label Setup
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