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Getting Started

Getting Started

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

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7 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.
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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!
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Written by James M
Updated this week
Cliently Credits

What are Cliently Credits?

Learn about Cliently credits, where and how you can use them
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Written by James M
Updated over a week ago
My Clients

Managing your leads in the “My Clients” screen

Learn how to manage your Contacts and Leads in Cliently
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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
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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
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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
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Written by James M
Updated over a week ago