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:
 


 

f12f0a4a4403703268f3a6ab2a4432d7@ravebuild.desk-mail.com
https://cdn.desk.com/
false
Loading
seconds ago
a minute ago
minutes ago
an hour ago
hours ago
a day ago
days ago
about
false
Invalid characters found
/customer/en/portal/articles/autocomplete