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Functionality

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

9 articles
James M avatarMelissa Alderman avatarTara Mcwhite avatar
Written by James M, Melissa Alderman and Tara Mcwhite

How do I add contacts/leads to my Flows?

Melissa Alderman avatar
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
James M avatar
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!
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

Using Custom Fields to expand your contact, company and deal 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

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

Spintax

Why and how to use the Spintax feature
Tara Mcwhite avatar
Written by Tara Mcwhite. Updated over a week ago

Auto-split Contact Ownership

Automatically assign ownership across multiple team members
Tara Mcwhite avatar
Written by Tara Mcwhite. Updated over a week ago