Introduction
The Clients tab in SalesRevv is your main hub for accessing and filtering client records. It pulls information from both your POS system and SalesRevv, giving you a centralized place to view client details, search, and open individual profiles.
What the Clients Tab Does
Displays a full list of clients with details like:
Name, phone number, email, birthday
Prospect type and referral type
Tags and creation date
Provides filters that combine data from your POS system and SalesRevv (e.g., stacks).
Allows you to search for specific clients and curate lists.
Lets you click on a client’s name to open their full profile.
Navigating the Clients Tab
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Pro Tips
Use filters to segment clients based on POS data (like membership type) or SalesRevv data (like stacks or tags).
Search and filtering together can help you quickly create targeted client lists.
Pay attention to icons for quick data validation (e.g., missing or invalid contact info).