Clients
Adding a Client
Open the Clients SectionNavigate to the Clients menu item from the main navigation bar and clic...
Client Types
Each client record includes a Client Type field. This field classifies the client based on their ...
Lead Sources
A Lead Source tracks where your lead originated (e.g., a specific advertising campaign, a referra...
Contacts
A single client record may represent a company with multiple contacts—each with their own phone n...
Localization Settings
Some of your clients may use different currency or speak another language than your default. In t...
Parent and Child Accounts
If the client record you are creating is affiliated with another account, you can link the two ac...
Notes
Notes are a way of recording actions on a client account. Notes are taggable, searchable, and a b...
Client Settings
This tab houses properties most often set once, or not changed often, such as: Whether the cli...
Emailing a Client
You can create and send an email right from the Client's page. Press Email This brings up a ...