Find Any Client Fast


Go to your MY CLIENTS page and use the search options and filters.  You can find any client in about 2 seconds.  


You can now sort the list by clicking on the links. If you want to sort by name, click on "name", if you want to sort by status (whether they are a lead or a client) click on "status". You can also sort by the person who referred them, start date, or date added.

1 out of 1 found this helpful
Have more questions? Submit a request



Article is closed for comments.

Need help from our experts?
Register for a free live software class. Join now >>
Isaac's photo Isaac
Ernst's photo Ernst
Michon's photo Michon
Rhonda's photo Rhonda