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📘 SalesRevv Training: Client Profile

Quickly view full client details in SalesRevv’s Client Profile from any page.

Introduction

The Client Profile gives you a complete view of an individual client. You can access it from almost any page in the system where a client’s name appears—such as the Clients tab, Tasks tab, or Inbox. Clicking on the client name opens their profile on the right-hand side for quick review.
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What You’ll See in a Client Profile

  • Details & Status – At a glance, see client details, their status, associated client types, tags, Pipelines, and opt-ins/opt-outs.

  • Messaging History & Notes – Review the full message conversation and add new notes directly to the profile.

  • Pipelines – View the Pipeline history for that client, showing how they’ve moved through automations.
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  • Tasks – See all tasks related to the client, including completed and active ones.
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  • Billing – Displays invoice history synced from your POS (purchase dates, items bought). Credit card information is not shown.

  • Bookings – Shows all-time booking history synced from your POS.

  • Default Details – Prospect type, referral type, and membership type are also visible here, pulled from your POS.
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Why This Matters

The Client Profile is the central hub for understanding a client’s journey—combining SalesRevv’s information (notes, Pipelines, tasks, conversations) with synced POS details (billing and bookings). This allows your team and AI assistant to always have context when communicating with or managing a client.

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