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

Written by James M, Melissa Alderman 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 themWritten 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 CRMWritten 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