SUMMARY-

The client profile page has all of your clients stored information such has their phone number, Goal Type and user status. You can update your client’s information at any time.

 


 

CONTENT-

To get to the clients profile page to make updates please follow these steps:

  1. Click on Clients in the top left
  2. Click on the name of the client
  3. From the Client profile page you can update the following:
    1. User Status
      1. Lead –
      2. Prospect –
      3. Active –
      4. Former –
  4. Goal Type
    1. If your client wanted to update the type of messages they want to receive
  5. Basic information
    1. Name
    2. Phone Number
    3. City / ZIP
    4. Time Zone (so the system knows what time zone to send the messages in)

Additional Resources