In Cliently, you can expect the same functionality as in any CRM – all inside the “My Clients” screen.
To learn how to add or remove leads from “Deals”, and how to build sales pipelines inside the same menu, see Deals.
To learn how you can create custom flows to reach your prospects in an automated, scalable way, see Flows.
Need Help? If you need any help using Cliently as a CRM, please login to your Cliently Account and click on the red “Help/Chat” icon found on the bottom right side of your account.