Getting Started

Signing up and setup of Cliently is a breeze. Review the following sections to get you setup in the matter of minutes

9 articles in this collection
Written by James M

Getting started with Cliently

Learn how to sign up for your Cliently account to see all of the features that Cliently offers.

Written by James M
Updated over a week ago

Dashboard

What is the Cliently Dashboard?

Learn more about the Dashboard and how it can help you to understand your engagement with your contacts and much more!

Written by James M
Updated over a week ago

Contacts

What are Cliently Contacts?

Learn how to access and review your contacts.

Written by James M
Updated over a week ago

How to use Contact Filtering

Learn ways to use contact filtering to find your contacts quickly.

Written by James M
Updated over a week ago

Cliently Credits

What are Cliently Credits?

Learn about Cliently credits, where and how you can use them

Written by James M
Updated over a week ago

Deals

Managing your leads in the “Deals” screen

Learn how to manage your Contacts and Leads in Cliently

Written by James M
Updated over a week ago

Find Leads

How to use Cliently’s Find Leads feature

Finding leads has never been easier. Learn how to setup your searches and find leads using Cliently's lead database

Written by James M
Updated over a week ago

How to copy/clone a Find Lead Search in Cliently

Learn how to copy/clone a saved Lead Search in Cliently

Written by James M
Updated over a week ago

Flows

How Cliently Flows work

Learn how to create your first flow with emails, video messages, postcards, tasks and much more

Written by James M
Updated over a week ago