Support Center

Clients Page

Last Updated: Feb 07, 2018 11:15AM NZDT

The Clients Page is where you can see an list of all your clients and an overview of their details.

In this page you can:

  • Add a new client
  • View your clients
  • Indicate how much opportunity each presents and whether they are a hot lead
  • Find specific clients or client groups by adding filters or entering known client details
  • Export search results into a CSV file to create an Microsoft Excel spreadsheet

Your Client Page looks like this:


Contact Us

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    NZ: 07 210 2228

    AUS: 1800 179 163
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