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