Cliently Help Center
Group 65Go to Cliently
All Collections
Functionality

Functionality

Learn more about Cliently in order to help you succeed in closing more Sales!

Melissa Alderman avatar James M avatar
7 articles in this collection
Written by Melissa Alderman and James M

How do I add contacts/leads to my Flows?

Melissa Alderman avatar
Written by Melissa Alderman
Updated over a week ago

What is Inbox In Motion?

Learn more on how to setup and create your marketing animated image.
James M avatar
Written by James M
Updated over a week ago

Using Custom Fields to expand your contact and company information

Learn more about using custom fields to customize your data and engagements.
James M avatar
Written by James M
Updated over a week ago

How Cliently’s CRM works

Learn more about using Cliently as a CRM
James M avatar
Written by James M
Updated over a week ago

Learn how to use Cliently’s Instant Actions

Dive deeper into Cliently and learn how to send an email, video message, postcard, handwritten note or gift instantly!
James M avatar
Written by James M
Updated over a week ago

Using Cliently tokens to auto-populate

Learn how to use Cliently tokens to auto populate contact information for your actions you send out to your clients/leads.
James M avatar
Written by James M
Updated over a week ago

Importing Contacts into Cliently via CSV

Learn how to import your contacts into Cliently using a CSV file to start communicating with them
James M avatar
Written by James M
Updated over a week ago
Cliently Help Center
Intercom We run on Intercom