Clients

FAQ

• How to Reassign Clients (and Open Opportunities & Reminders) in Bulk
• Reassigning Sales Opportunities
• Merging Duplicate Clients
• How do associates get assigned to their clients?
• Why do we have duplicate client profiles?

General Client

• Client Creation - Best Practices
• How do I add new clients to Clientbook?
• How To Delete a Client Profile
• How to Filter Your Client List in Clientbook
• What is Kiosk Mode?

Client Activity

• Attaching Files to Client Activities and Collections
• How to Add an Activity to a Client Profile
• How to Create One-Off / Manual Reminders
• How to Add Tags to Client Profiles
• Optimizing Sales Opportunities

Client Details

• How to Use Client Preferences
• How to Change a Client's Preferred Name
• Viewing Client Details in the Dashboard Inbox
• Understanding the Preferred Store: What It Is & Why It Matters

Collections

• Creating and Managing Product Collections
• Sharing Collections with Linked Relationships