Manage client details and communication history
4 articles
📩 InboxManage client interactions! View message history, send new messages, & control communication preferences. Access contact info, adjust settings, & manage stack placements. Build stronger relationships!
🧑🤝🧑 ClientsManage your clients with ease! Search, filter, and view client details including contact info, membership status, and acquisition data. All in one place!
📒Client Interaction Logging GuideThe Client Interaction Logging feature allows you to document and categorize both phone calls and in-person meetings with clients. This ensures all communications are recorded for better follow-ups and decision-making.
📝 Guding your AI assistantLearn how to guide your AI assistant with feedback to enhance response quality, clarity, and effectiveness over time.