Skip to main content
Agency Offers

Everything about offers in ClientView

Tyrell Downer avatar
Written by Tyrell Downer
Updated over a month ago

Offers are your agencies products and services that clients buy from you. You can add your offers into ClientView and assign easily to clients for organization.

Later this will unlock advanced reporting features for your agency for metrics like revenue, retention, NPS and more.

Create new offers in settings here

Offer elements:

  • Offer title

  • Upfront cost

  • Monthly cost

Tip:

You can add offers to existing clients by navigating to clients clicking the “…” next to a clients name, selecting “Edit client” then assigning the offer to them.

Did this answer your question?