Client Profile
View and manage detailed client information within SalesRevv profiles.
4 articles
📘 SalesRevv Training: Client ProfileQuickly view full client details in SalesRevv’s Client Profile from any page.
📘 SalesRevv Training: Opt-In SectionManage client communication permissions and compliance in the Opt-In section.
📘 SalesRevv Training: Stack Action ControlsControl client progress in stacks with pause, stop, or move actions in SalesRevv.
📘 SalesRevv Training: Logging NotesLog and view client notes in SalesRevv, synced to your POS for full visibility.