How to Find Closed Clients

If you can't find a client in your Pipeline or other Clients module views, it's likely they've been closed for a period of time. Here's how you can find those closed clients:

Within the Closed tab, you'll be able to view all of your clients in a Closed status.

1. Navigate to the Clients module
2. Choose the All Clients tab
3. Select Closed

Have more questions? Feel free to reach out to us at support@seniorplace.com!