Clients
This section covers everything related to managing your clients, from navigating the Clients Tab and reviewing individual client profiles to logging notes and tracking interactions.
3 articles
📘 SalesRevv Training: Clients TabAccess, filter, and manage client records in SalesRevv’s centralized Clients tab.
📘 SalesRevv Training: Client ProfileQuickly view full client details in SalesRevv’s Client Profile from any page.
📘 SalesRevv Training: Logging NotesLog and view client notes in SalesRevv, synced to your POS for full visibility.