Learn how to set up clients and use the client list
16 articles
Set Up Clients
Learn how to add new clients, import a client list, and mange the client record
Set Up a New Client
Use Client Import Templates
Understand Client Record Templates
Explore the Client List
Access the Client Record
Client Portal
Lean how to manage the client portal and send portal invites
Send Client Portal Invites in Bulk
Invite Contacts to the Client Portal
Create Client Portal Invitation Templates
Contacts and Groups
Learn how to use and manage contacts and groups
Archive and Delete Contacts
Explore Client Groups
Use Connections
Manage Client Groups
Use the Contact List
Email & Calendar
Learn how to set up and manage your email and calendar integration
Manage Email Communications