How to work with clients

learn how to manage lists and add clients

Additional fields

We know you can track specific kinds of information that\'s why we made our system in a way you can customize. If you need to collect some additional informations about your clients we recommend yo...

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Available lessons

How to add clients

"add client to your list"

List settings

"manage list settings"

List view

"list of all your clients"

Client card

"information about your client"

Additional fields

"add additional fields to a client card"

import CSV/XLS

"import your clients database"

CRM

With Customer CRM, you can create an online customer database with all the essential details and easily share it with your team.

CRM
CRM
CRM
CRM
CRM
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