You appear to be not logged in so your learning paths progress may not be saved. Video: Edit the Client Card Product Success Team March 22, 2024 13:46 Updated You can customize your client card to include specific fields and information that you would like to collect from your clients. This video will show you how. Related articles How To Choose Your CRM Term Manage a Client's Contact Information Customize your Client Cards 2 Way Google Calendar Sync Staff Role Permissions Comments 0 comments
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