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Clients

Add and manage clients, and see when a proposal or onboarding creates a record.
  • Add, edit or remove a client
  • When does a proposal create a client?
  • When does onboarding create a client?
  • Send Bulk SMS to clients
  • Client update history (Activity tab)
  • Client custom fields

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Categories

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Account and Business
Migrate to OnboardMe
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Leads
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Proposals
Client Onboarding
Identity & Compliance
Signing
eForms
Clients
Client Relationships
Customer Due Diligence
Ethical Clearances
Integrations
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