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Archive Client records

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Modules & Topics

Add A New Client
Search for Clients
Record An Alternative Billing Address
Testimonials/Reviews
Other ‘Property” Details – Directions to, Access for Truckmount etc
  • Directions to the Property
  • Truckmount Access?
Marketing, Record Data - Unsubscribe Requests, Tags, Birthdays etc
  • Marketing Tags
  • Birthday
  • Unsubscribe – Email, Mailshots, Text & Telesales
  • Recording Testimonials On The Client Record
Attach Documents & Files to the Record
Archive Client records
Return to Professional+: Client Record, How To’s…


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