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We’re empowering agencies and advisors to do great things together

Client February 04, 2019

Clients

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Clients

1. New functionality of the classification of the database 

Differentiate database between clients and prospects.
You will be able to filter.
-The clients have as a required field a method contact.
-The prospect is not necessary to have a method contact, When entering a prospect to a trip, if this does not have method contact you must enter it (the platform will force you to enter one).

-New column for the client section where you will be able to see the number of trips that the client has been on  and the status of theme.

- Improvements in creating groups of clients for a trip 


- New functionalities to export clients