How to0:36

Track your season in a pipeline

Clients, Pipeline: each column is a stage and each card a client; move cards with their menu or by dragging.

Steps

  1. Open Clients, then the Pipeline tab.
  2. Each column is a stage of your season, and each card is a client.
  3. When a client is ready for the next step, open their card's menu and pick the stage.
  4. You can also drag a card straight to its new column.
  5. Clients who aren't on the board yet wait on the left, with Add to pipeline.

Plan: Solo and up. Compare plans

0:35

Invite a client to the portal

How toSolo and up 0:40

Import clients from a CSV

How toEvery plan 0:39

Automate a client follow-up

How toSmall Firm and Agency 0:34

Invite to portal greyed out?

Quick fixSolo and up

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