Client List Screen
Information about the screen you reach by going to CRM > Clients
- 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
- 📽️ 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