Clients stored in Prezentor work exactly the same as having Contacts stored in your emails. It allows you to quickly add participants to meetings, emails, and more, without having to find their details manually each time.
As soon as you're logged in for the first time, we recommend you to create your clients in the system. By creating the client beforehand, we ensure that all necessary information will be gathered on the client, which can turn out to be valuable for you in the future.
If you have synchronized Prezentor with your CRM, then all of your CRM clients will be synced automatically.
You can also easily edit the client information at any time by following these steps:
1. Click on Clients
2. Find the client who you want to edit
3. Click on the Pen
4. Edit and click save
For more information, watch this video: