How to work with clients

learn how to manage lists and add clients

List settings

You can create as many lists as you want in your account. This can be used for example for collecting different types and groups of clients. You can create lists by selecting this option:

This is just a little of the lesson. Take the course to see the rest

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
  230 user

No blog posts