Client Profile - Securely Store Client Data In One Place

Stay organized as you grow by storing all your client data in one place

3 articles in this collection
Written by Shahram Zarshenas

Organize Your Clients Into Groups

Create client groups to organize your client base and filter your workflow

Written by Shahram Zarshenas
Updated over a week ago

Store unique client data with custom fields

Create custom fields to store any type of client information on their profile

Written by Shahram Zarshenas
Updated over a week ago

Client Profile

Store all your client information in one place so it is always easy to find

Written by Shahram Zarshenas
Updated over a week ago