SalesRevv

Learn how to navigate the SalesRevv Clients tab, customize your client list view, use advanced filters, access saved Client Lists, and review individual client profiles.

📘 SalesRevv Training: Understanding & Navigating the Clients Tab

Learn how to use the full SalesRevv client profile, including notes visible to AI, pipeline history and Why Not, tasks, billing, bookings, forms, linked accounts and downloading a client record.

📘 SalesRevv Training: Client Profile Overview

Log and view client notes in SalesRevv, synced to your POS for full visibility.

📘 SalesRevv Training: Logging Notes

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.

Clients

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