Professional+: Client Record, How To’s… Intro here Your content here... Tutorial Content Expand All | Collapse All Modules Status 1 Add A New Client 2 Search for Clients 3 Record An Alternative Billing Address 4 Testimonials/Reviews 5 Other ‘Property” Details – Directions to, Access for Truckmount etc Directions to the Property Truckmount Access? 6 Marketing, Record Data - Unsubscribe Requests, Tags, Birthdays etc Marketing Tags Birthday Unsubscribe – Email, Mailshots, Text & Telesales Recording Testimonials On The Client Record 7 Attach Documents & Files to the Record 8 Archive Client records
