Client Details

Overview
Clicking on a client's name opens the Client Details page — a full view of all information, history, and actions related to that client.
Client Information Fields
Field
Description
Client ID
Unique identifier assigned to the client.
Name (Arabic)
Client's name in Arabic.
Name (English)
Client's name in English.
Mobile
Contact number.
Email
Email address.
Broker / Broker Agent
If referred by a broker or agent, their details appear here.
Sales Team
The salespeople responsible for this client, with their contact info.
Notes
Any notes recorded about the client.
Files / Private Files
Upload and view documents related to the client.
Available Actions from the Client Profile
Action
Description
Client Update History
View a log of all changes made to the client's profile.
Sell Unit
Start the unit sale process for this client.
Add EOI
Register an Expression of Interest for a unit.
Payment History
View all payment transactions linked to this client.
Client History
Review the full interaction history with this client.
Unit Actions History
Track all updates and interactions related to units the client is interested in.
Create Client Requests
Submit a new request on behalf of the client.
View Client Tickets
See all support tickets linked to this client.
View Client EOIs
See all Expressions of Interest submitted by or for this client.
Client Tickets
Scrolling down, you'll find a list of all support tickets related to this client, showing:
Ticket Number
Type
Name
Phone
Communication Method
Client EOIs (Expression of Interest)
Also visible on this page — all EOIs submitted for this client, showing:
EOI Serial
Project
Creator
Salesperson
Broker
EOI Status