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  1. Service Autopilot
  2. CRM
  3. Clients
  4. Client List Screen

Client List Screen

Information about the screen you reach by going to CRM > Clients

  • 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
  • 📽️ Export the Client List - Video
  • Bulk Edit from the Client List
  • Bulk Schedule Jobs from the Client List
  • Add/Remove Tags from the Client List
  • 📽️ Bulk Actions on the Client List - Video
  • 📽️ Send a Bulk Marketing Email to Clients - Video
  • Send a Bulk Email from the Client List
  • Create Custom Screen Views
  • Increase Page Size
  • Add Columns
  • Smart Maps - Find Clients and Leads on the Map

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Email: support@serviceautopilot.com | Phone: 972-728-4040