Set up custom views in your CRM so that each staff member can easily navigate your client list. You can set up custom filters and control which information appears first. These views can be saved and easily returned to later. First will be a guided tour of the Clients tab from beginning to end. Then, you will have a chance to follow the steps for yourself and see how easy it is to manage your CRM!

To complete the guided tour, click on the Next button on each window that appears.

Then, to complete the walkthrough, click on the blue dot for each step to try out the CRM

To see your CRM, Click Here!