Manage your clients more easily with our re-designed menus for all your clients and the new “Pre-Clients” submenu. Also, keep in contact with them with our new “Contact View” for easy and fast communication.
With our new release, you now have “Contact View” where you can see the total days of engagement when your next client interaction is scheduled and the days since the last contact. Also, you can now manage potential clients with the new Pre-Client submenu. You can create “Pre-Clients” and fill out their information without inviting them to the platform and without including them in your analytics.
You can quickly convert pre-clients to current clients, so or decide to archive them if you are no longer working with them.
This release will help you:
Easier contact your clients by phone or email
Check your upcoming interactions and days since the last interaction
Work with Pre-Clients, Current Clients, and Archived Clients
In this quick video, David Madié will show you how it works:
Manage your Pre-Clients and Current clients
— Click the bulk action button to change their state
You can now change your client state from the bulk action button. Take into consideration that you will only be able to invite users when they are a current client. Active team members will still have access to the platform after they are moved from Current to Pre-Client or Archived.
