Client record
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Every client in the NLS CRM has their own workspace. Click a client's card on your pipeline to open it. At the top are their phone and email, the agent they're assigned to, where they came from, when you last spoke and their next follow-up.
Questions about this
Are calls and WhatsApps from the CRM recorded?
Yes. Call, WhatsApp and Email at the top of a client's workspace get you in touch in one click, and each contact is recorded on the client's timeline. The Activity tab shows the full timeline, newest first.
How do I add a note to a client?
In the client's workspace, click Note. Write what the team should remember, choose a type, pin it if it matters, and click Save Note.
Where do I keep a client's ID and proof of funds?
Document readiness on the client's record tracks what you hold. Add document uploads a file, and Open Vault shows everything filed for this client.
