Clients
- How to Add a New Client
- How to Add/Delete a Client File
- How To Add a Referral Contact/Organization
- How to Associate a Referral Source with a Client
- How to Find and Add Ideal Communities for a Client
- How to Email Community Comparisons to Clients
- How to Exclude Communities for a Client
- How to Add Family Notes to the Community Comparison
- How to Customize Community Comparisons
- How to Send Community Referrals
- How to See Emails You've Sent to a Client
- How to Update a Client's Status
- How to Find Closed Clients
- Task Management Overview
- How to Modify the Client Created Date
- How to Add and Edit Custom Fields
- Activity Feed Overview
- How to Add an Outbound Client Referral
- How to Change Who a Client is Assigned To
- How to Change the Client Pipeline Default Filter