CRM
How to manage client records
In this video we take a look at client records and and overview of the tools and features designed to help manage client records in Client Engager
How to use 'Click-to-dial'
Within Client Engager you can click phone numbers in order to dial using your preferred app. By doing so, it'll also give you the option to log the call against the client's communication record. Here's a short video that shows you exactly how it ...
Logging meetings and calls
To help build up a history of a client we can log calls and meetings in Client Engager. In this video, we take you through the feature. There is also a step-by-step PDF guide with screenshots to help
How to delete a client record
Although we don't really recommend deleting data from the Engager platform, there are times when you've made a genuine mistake and just want to get rid of what you've done. Additionally, this could be a prime opportunity to check your PERMISSIONS for ...
Prospects
With your Engager account, you can have an unlimited number of 'prospects' in your account, without these counting towards your subscription - pretty nice of us right? What can you do with Prospects in your Engager account? Ad hoc email Mass email ...