Client Management
Frequently Asked Questions
Section titled “Frequently Asked Questions”Instructions
Section titled “Instructions” Client database import Transfer your client base from Excel or CSV file
How to add a new client? Store all contacts in CRM and collect necessary client information
Client types Configure fields for each client type
Client card field settings Create all the necessary fields for the client card
Email notifications for clients Free automatic notifications sent via email
SMS notification setup Free automatic notifications sent via SMS
Client reviews Collect positive feedback and catch negative reviews early
Adding a client to a sale Optimize sales using the client link feature