Client Relations
Dashboard
0
Total Contacts
0
Active Clients
0
New This Month
0
Follow-Ups Due
Client Relations
Contacts
| Name | Source | Status | Tags | Joined |
|---|
Client Relations
Follow-Ups
Due & Upcoming
Completed
Client Relations
Compose Email
Calculating recipients...
Sent Emails
Client Relations
Import Contacts
Upload CSV File
Upload a .csv file with columns for: first name, last name, email, phone (optional). The first row should be headers.
Drop your CSV file here, or click to browse
Accepts .csv files
Import History
Client Relations
Tags
Client Relations
Scheduling Polls