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Functionality
Learn more about Cliently in order to help you succeed in closing more Sales!
9 articles in this collection
Written by
Melissa Alderman,
James M,
and
Tara Mcwhite
How do I add contacts/leads to my Flows?
Written by
Melissa Alderman
Updated over a week ago
How to import Contacts and Companies via CSV?
Learn how to import your contacts and companies into Cliently using a CSV file to start communicating with them
Written by
James M
Updated over a week ago
Instant Actions
Send a one-off email, video message, postcard, handwritten note or gift card to a contact instantly!
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.
Written by
James M
Updated over a week ago
Using Custom Fields to expand your contact, company and deal information.
Learn more about using custom fields to customize your data and engagements.
Written by
James M
Updated over a week ago
How Cliently’s CRM works
Learn more about using Cliently as a CRM
Written by
James M
Updated over a week ago
What is Inbox In Motion?
Learn more on how to setup and create your marketing animated image.
Written by
James M
Updated over a week ago
Spintax
Why and how to use the Spintax feature
Written by
Tara Mcwhite
Updated over a week ago
Auto-split Contact Ownership
Automatically assign ownership across multiple team members
Written by
Tara Mcwhite
Updated over a week ago