Step by step:
Click on the “Contacts” tab.
Click on the “My Clients” button.
Select the “All Clients” filter.
You can also choose “All locations” or a specific branch.
The list will change from detailed mode to simplified mode. In addition, the sorting tools appearing above the client selection will be modified.
💡 TipIf you are not one of the contributors, you can “Join” the folder.
This allows you to perform actions on the account. Otherwise, you will only be able to view this folder.
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Further information
To view the speakers for a client's account, click here.
To send a message to all your customers, click here.