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  • Goals
    • How To Create A Goal
    • Creating Milestones
    • Tracking Hours
  • Client Management
    • How To Add Contacts
    • Updating Contact Notes
    • Creating Deal Prospects
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  1. Overview
  2. Client Management

Client Management

  • How To Add Contacts

    Contacts Easily store your contacts to keep personal and professional contacts separate. Step 1: Click 'Operations'   Step 2: Click 'Contacts'   Step 3: Click 'Add Contact'   Step 4: Complete the form   Step 5: Click ...

  • Updating Contact Notes

    Adding Notes To A Contact Track how often you talk to your network. Building a strong connection takes time, but it's very good for business growth. Step 1: Select Your Contact Step 2: Click 'Add Note' Step 3: Add your contact notes Step 4: Sel ...

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