Clients
- How to Add a New Client
- How to Add and Edit Custom Fields
- How to Update a Client's Status
- How to Edit Client Statuses
- How to Delete a Client, Community, or Referral Source
- How to Find Closed Clients
- How to Add/Delete a Client File
- How to Change the Client Pipeline Default Filter
- How to Transfer a Client to Another Agency
- How to Change Who a Client is Assigned To
- How to Modify the Client Created Date
- How to Start the New Move Process
- How to Reorder Custom Fields
- What to Do When a Potential Duplicate Client is Detected
- How to Edit a Preferred Name
- How to Switch Between a New and Old Move
- How to Add, Separate, and Delete a Partner Client