When managing customer relationships, it’s essential to understand the difference between a Client and a Contact. These two terms may seem interchangeable, but they serve distinct roles in business communication and CRM systems. What is a Client? A Client is … Read More
How To
How to add a Client
How to Easily Create a New Client in Bos Managing clients efficiently is essential for any business, and Bos makes the process seamless. Here’s a quick guide to adding a new client to the system. Understanding Clients in Bos In … Read More