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Finding your clients

Created on  | Last modified on 

Summary

How to find your clients in the client list in Client Management.

Resolution

You can find a specific client by using the Search tool.

NOTE:

Contacts won't appear in the client list, they're in the Contacts tab.

 

  1. Select Clients and prospects then Filters.

  2. Add filters for any required fields

    .
  3. Select Apply.