Finding your clients

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.

Solution Properties

Solution ID
240228194232283
Last Modified Date
Fri Nov 08 09:43:47 UTC 2024
Views
0