Skip to main content

Comments

1 comment

  • Official comment
    Product Success Team
    Thryv Moderator
    Thryv Employee
    Thryv Employee

    Hey there Patrick, great question! We have recently released a new view of the clients screen that allows you to quickly see the stage where a prospect is in your pipeline. Here is how to activate it on your account

    1. Navigate to Clients in the left hand menu. At the top of your page is a blue banner shown here, click on Try it out

    2. Once you are here, you are able to customize which columns appear first. Click on columns and you can choose to place Client Status in a higher position, causing it to appear first. Continue to customize your columns according to what is important to you, and remember you can save multiple views for different scenarios. 

    To see this in more detail, here is a video and here is an article with more detail.

    Stay tuned for an update coming very soon allowing you to filter your list and more! Let us know what you think of this system and if there is any feedback to improve on it or more we can explain further

Can't find what you are looking for?

Our customer support team is available 24/7 by online chat, phone, or email