Client Structure Lessons
Additional Lessons designed for those on the Client & Contact Structure
- 2.1 Navigating Client Lists & Records *Client Structure*
- 2.2 Adding & Editing Client Records *Client Structure*
- 2.3 Working with Your Client List *Client Structure*
- 2.4 Customizing Client Information *Client Structure*
- 3.1 Send Client Portal Invites *Client Structure*
- 3.2 Request Info or Files from Clients *Client Structure*
- 3.4 Email Clients *Client Structure*
- 3.5 Create Email Templates *Client Structure*
- 4.2 Using Client Notes *Client Structure*
- 5.3 Send eSign Requests *Client Structure*
- 5.4 Create Letters *Client Structure*
- 6.2 Intro to Tasks & Workspaces *Client Structure*
- 8.2 Invoicing Clients *Client Structure*