Client Management via App (Android)
1
To add a new client, start by tapping the hamburger menu on the top left.
2
Then My Clients
Client Roster
3
Ant then Client Roster
4
Hit the plus symbol on the top right.
5
Fill out the information and create the client profile.
6
Tap confirm.
7
And now done, your client has been added!
8
To manage the client, go to my clients in the hamburger menu.
Client Properties
9
You can view the properties the client has interacted with here.
10
Select the client here.
11
The properties the client has interacted with will show up here.
Client Schedule
12
Let's look at the client schedule.
13
Select the client here.
14
Select the date the showing is on. You will see the details and edit opportunity here.
Client Feedback
15
Now let's look at the client feedback. Tap Client Feedback.
16
Select the client here.
