After you set up your Contact Hub, it's now time to use it with your clients.

Within your GoProposal app, click the Contacts tab and this takes you to your Contact Hub.

Once you're within the contact hub, click View beside the individual/organisation you want to view in further detail.

After you select to view an individual or organisation, you can view the following;

You can do the following within the proposals area:

If you select to edit/duplicate this takes you to the Create Proposal page to make your changes. If you save this as a draft/live proposal, the new version will appear within the Proposals section.

If you select to view the proposal, this takes you to the View proposal details area on the Proposal Dashboard.

You can view the contact details initially entered when creating the individual/organisation.

If you need to update the details within this area, select 'edit'

You can differentiate between the category of individual by selecting Client or Missed Opportunity.

A missed opportunity is any client / prospect you have marked as lost on the Proposal Dashboard.
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A specific renewal date can also be selected if this doesn't fall within their financial year end.

Once you have edited this area, remember to save!

The client value area shows the value of your client, and how this has changed overtime. You Can either view last year, last 2 years or last 3 years. The client value area will show you the monthly value.

By hovering over the points on the graph, you can see the Proposal and date it is referring to.

The client value graph helps to prepare you to set goals for the new renewal. You can refer back to this graph to ensure you and your client are setting the correct goals to work towards.

You can also use this graph to view the value overtime.

You may need to add in particular notes for a client to refer to easily when viewing their proposals.

When you click Edit beside this section, click Add to create an additional note.

When you click Add this brings up today's date. Click Save to ensure this pulls through.

You may need to add in a client who was not added into the proposal to the Individuals section.

By selecting Edit beside this section, you can add in the individuals name and position. This can either be removed if incorrect or saved.

Within the integrations section, you can link your clients details to the Contact Hub. This automatically links the client's details to the Create Proposal page when a proposal is raised.

To link your clients details, click Edit and then enter the client's name within the search bar.

Once you add their name and press Enter, the status below changes to linked.

Click Save, and this will hold your client's details.

If you need to remove a client, you can head to the danger zone and select Delete this contact.

Within this area, you will be given the option to say I've changed my mind or confirm.

Within this page, search for an existing contact within your Contact Hub. If you have a contact you haven't already imported into GoProposal, you can search for them within this section and they will pull though,

When searching for a client/prospect, you can either search for someone already within the Contact Hub, or select 'Search more from....'

If you've already linked your client within the Contact Hub to an integration, this will appears as 'linked' on the Create Proposal page.