This video shows you how to filter the Clients List in a situation where you would want to market to a specific group of Clients.
Articles in this section
- Bulk Update Invoice Frequencies from the Client List
- Bulk Update Payment Methods from the Client List
- Add a Filter to the Client List
- About Filters - Filter by Service or Package
- 📽️ Filter the Client List for Upsell Opportunities - Video
- Filter the Client List by Client Since Date
- Filter the Client List by Client Source
- Filter the Client List for Service Never Scheduled
- Merge Client Accounts
- Export the Client List