Getting Started
1. On your homepage, the “Prospects” box allows you quick access to your prospects. 2. Click the black number above “All” to see all of your prospects. ...
Fri, 18 Jun, 2021 at 10:17 AM
1. On your homepage, the “Leads” box allows you quick access to your leads. 2. Click the black number above “All” to see all your leads. 3. ...
Mon, 14 Jun, 2021 at 4:11 PM
On your homepage, the “Clients” box allows you quick access to your clients. Names in this category will be separated into 2 groups: active and lapsed/c...
Mon, 14 Jun, 2021 at 4:13 PM