Click the link below to download the Client and Lead Screens User Guide. This User Guide explains how to navigate and manipulate the Client and Lead screens.
Articles in this section
- 💻 Managing Your Clients - Interactive Training Course
- 📄 User Guide: Client and Lead Screens
- Add a Client
- 📽️ Add a Client - Explanation of Fields - Video
- Deactivate Clients
- 📽️ Deactivate a Client - Video
- Reactivate Clients
- 📽️ Reactivate a Client - Video
- Delete Clients
- 📽️ Delete A Client - Video