Skip to main content

When creating a new customer file, what do I input as the "Client ID"?

Comments

2 comments

  • CAROLE DAVIS

    I like that feature because I can easily match a client with their profile in my lead management system.

    0
  • Sean Moss

    Thanks Carole, glad you like the feature!

    0

Please sign in to leave a comment.

Powered by Zendesk