Introduction The following steps explain how you can add team members and partners, to get an overview of the people working in the company; or to share a ...

INTRODUCTION Learn how to add legal information and documents to a company. You can categorize and chose types of documents so that you can stay organized ...

INTRODUCTION You can easily download the Business Profile as a PDF so you can bring it to meetings and share it with your client or other interested peo...

Introduction The following steps explain how to search for a client company, and how to switch to tool search.  How to do it  1. Note that the sear...

Introduction The following steps explain how you can log interactions with a client such as meetings. Doing so, you can keep track of the topic of the meet...

Introduction The following steps explain how you can add decisions and actions to your interactions with clients.  How to do it 1. Find the Interactio...

Introduction The following steps explain how you can share interactions and notify the client. By following the last two steps, you will be able to downloa...

Introduction The following steps explain how you can create a future interaction or meeting, and how you can access the messages you have sent to your clie...

Introduction The following steps explain how you can add information about the client engagement as well as client demographics.  How to do it 1. Stay...

Introduction  The following steps explain how to review analytics of client interactions.  How to do it 1. Still in the menu ‘Client Relation’, go ...