How to Find Closed Clients

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

Navigate to Closed Clients

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

1. Navigate to the Clients module
2. Choose the All Clients
3. Click the Closed tab
4. Filter by Referral Assignee and/or Employee (optional)

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