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. Opportunities . Help . Help
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Clients
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Please note: Any clients you create in the Opportunities module Clients tab will show up in the Account tab on an account-wide basis. The "New client" dialog is the same for both tab fields. For specific information about Client dialogs, go to Account > Clients.
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If you click on the phone number or e-mail address of a client in the Clients list, you can create an event for that client - the idea is to make it easy for you to record phone calls and e-mail messages sent to clients.