Focus: The focus of this public FAQ/Self Help guide is to provide you an overview and details about Cliently “My Clients”.
What is My Clients?: My Clients in Cliently is your funnel type sales pipeline. Here you will be monitoring the progress of your new business and track contacts/leads as they progress through your sales funnel.
How to add contacts to My Clients?: Adding in manually, using Cliently’s import process or adding contacts through “Find Leads”.
Step 1: Overview of My Clients. First, let’s review My Clients. In Cliently, find the “My Clients” icon on the left side. Here you will see an overview of all contacts in your account.
If you are on the Dashboard, click on the My Clients icon on the left.
Step 1-A: Adding contacts/leads to My Clients. Let’s add some contacts. There are three (3) ways to add contacts to your Cliently dashboard on the My Clients page. We will discuss all three options.
Step 1-B: Manually Adding Clients Under any “Stage” we can add contacts manually. Click on “Add a Client...”, type in the contact's First and Last Name, and click on the blue “check” button to save your work. This will create a deal card for this contact that will expand and take over your screen, allowing you to view and add more data.
The new contact has been added. Now you can go through and modify any/all of the contact information. Cliently requires at least an email address.
Pro-Tip: If you are manually adding your contacts, make sure to edit the contact card and update all related contact information, including Name, Email address, Physical Address information, Company information, etc…
Step 1-C: Importing Clients via Import CSV. Next, Cliently does offer a way to import your contacts via CSV. Click here to read more about importing contacts via CSV.
Step 1-D: Using Cliently’s “Find Leads”. The third option for adding contacts to your Cliently account is to utilize the “Find Leads” page. This section of the app allows you to search and gain new contacts via Cliently's lead database. Click here to learn more about using Cliently’s Find Lead feature.
Step 2: Review/Modify existing My Clients As Described above, once you add your leads, be sure to open the contact card and review all the contact's information.
Step 3: Setup of new or adding Flows to your clients. Next, once your contact has been reviewed, you can start adding “Cliently Flows” to the contact. Found over on the right side, select the drop down and choose your flow. Please note: In order to select a Flow, it must be “enabled” in the Flows section of Cliently.
Step 3-A: Flow history and analytics. From within the contact's deal card, you can also access the flows that have already been assigned to this contact. Here you can view the specific “actions” of their flow, including sent dates, open dates, etc…
Step 4: Searching for Contacts. At any time you can search for your contacts by going to the main view of “My Clients” and then using the Search bar, found in the top left corner of this screen. You are able to search for contacts based on their Name, Email Address or Company Name. From the dropdown provided, as you type, you are able to click on their data and go directly into their deal card.
Step 5: Review and setup of new Pipelines. Next, we will discuss Pipelines. Cliently pipelines are a great way to manage all of your contacts in Cliently. Take advantage of Cliently’s “add” new pipeline feature to efficiently manage these separate outreach processes.
Step 6: Adding and editing My Client Stages. Next, we will discuss Stages. By default, we have automatically include five (5) stages in Cliently, which can be added to, removed or edited to better suit your CRM needs. You can use these default stages to move your contact cards throughout the engagement process. To add your own “Stages”, simply click the “Add Stage +” button provided in the top left corner of this screen, just above the New Lead stage.
Column Definitions for Default Card Stages:
- New Lead – New leads are your prospective customers or clients. You’ve either gathered their contact information through advertising, trade shows, direct mailings, or, you may have added them directly from Cliently’s database.
- Qualifying – The qualifying stage is also known as the ‘information gathering’ stage. This is when you determine whether or not a prospective client is the right fit for your product or service offering.
- Validation – You have proven to the prospect that your offering fits within their organization and preparation to meet with final decision makers are made.
- Negotiation – You and the prospective client are in mutual need of your product or service AND you have made contact with the decision maker that is able to sign off. on the deal.
- Closed Won – You did it! You closed the deal! Now, you have added one new client to the books.
Step 6-A: Deleting Stages. At any time you can also delete a Stage. Once you click on the “X” to delete the stage, two options will be displayed. First choice, you can move the leads in this stage to another stage in your account (recommended). Second choice, you can delete all leads cards (contacts) that currently located in this stage.
Please note: If you DELETE, Cliently does not offer a way to restore these contacts.
Step 7: Archiving/deleting contacts. During your tenure while using Cliently, you might want to archive your contacts. You can archive any contact by using the “X” icon.
Please note: If you have a Flow enabled for your contact, when you archive the contact the flow will be automatically turned off!
Step 7-A: To Restore Clients. Click on the “Show Deleted” button to find your archived contacts and use the "Restore" icon in the top right corner of the card. You will need to hover over the card for this icon to become visible.
Step 8: My Clients > Timeline. The Cliently Timeline feature is an excellent way to keep track of what's going on with your Clients if you have assigned flows to the contact. Here you can find out about deliveries of emails, if emails have been opened, replied, etc…
Using the Global Timeline, you can filter events by Team Members or by event type. You can also click on the contact name to display that record directly in Cliently.
Step 9: My Clients > Tasks The Cliently Task Feature is a great tool to keep you organized and what needs to be done next. Tasks are created during the use of Cliently flows and it’s a great way to keep your organized for the next meeting, phone call, email for your contacts. Click on “Tasks” on the right side and you will see options to change the “Date” of tasks, and your list of tasks below.
Step 10 - Instant Actions You can also use Cliently to send out Instant Actions. Click here to learn more!
Need Help? If you need any help with “My Clients”, please login to your Cliently Account and click on the red “Help/Chat” icon found on the bottom right side of your account.