Support Center

Sales Support

  • Sort search results in alphabetical order

    You can now view your search results in the Clients Page in alphabetical order. To view Clients, Projects, Ema...

    Feb 01, 2018 12:15PM NZDT
  • Refresh your client search

    You can now refresh your search in the Clients Page. To remove your previous search and start from scratch wit...

    Feb 01, 2018 12:19PM NZDT
  • Export data from your Clients Page

    You can now export your client data from your search results into a CSV file to use in a Microsoft Excel sprea...

    Feb 01, 2018 02:25PM NZDT
  • Find clients based on Opportunity

    You can search and view your clients based on 'Opportunity'. Opportunity refers to the stage you're at with a ...

    Feb 07, 2018 03:24PM NZDT

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    NZ: 07 210 2228

    AUS: 1800 179 163
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