Client Management

This chapter contains all information about client management. You'll find out how to add a new client and how to add information about your clients to the system. You can also learn how to import your existing clients from Excel document. Email and mail campaigns are described in this chapter. All information about how to work with referrals can be found here too.

Client information tracking

Working with clients

Select client form

Email and mail campaigns

Referrals

Import clients from Excel

Working with clients grid