Video: View all of your projects in ClientLook.
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Video: Schedule a task for a contact or project in ClientLook.
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Video: Schedule an event for a contact or project in ClientLook.
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Video: View all of your events and tasks scheduled in ClientLook.
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Video: Create groups of companies in ClientLook. Great for marketing.
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Video: Search for companies in ClientLook.
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Video: Log a company update, attach files and more.
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Video: Add an unlimited number of companies to ClientLook.
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Video: View and manage companies related to your contacts in ClientLook.
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Video: Create and manage contact groups in ClientLook.
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The February 2012 update to ClientLook has been posted and is available to all subscribers. Log into your account to experience almost 50 new features and refinements including:
- Google sync module deployed
- Speed enhancements particularly in the Contacts module
- Company search optimization
- Further optimization of the data import module
- Numerous bug fixes
We have also published a growing library of tutorials available in our Video Showcase. Check these out for tips on everything from syncing with your mobile device to adding custom fields.
Next ...
Continue Reading →
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Video: Perform contact searches in ClientLook.
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Video: Schedule a task for contacts and projects in ClientLook.
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Video: Schedule an event for contacts and projects in ClientLook.
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Video: Add a contact update to build better relationships.
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Video: Add a new contact to ClientLook.
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Video: Manage contacts in ClientLook and build better relationships.
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Video: Importing contacts and companies from any CSV formatted file into ClientLook.
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Video: How to add custom fields to ClientLook to track anything you want.
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Video: How to edit your ClientLook profile to add your photo, update your contact info, change your password and more.
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