Managing Clients

• Accessing an Archived Client Company

  You can access the information from an archived Client Company following these steps. Under the **My Clients **section in the left navigation, select the **Archived **tab. Select desired client company The client company information (conversation history, resources, etc.) can be accessed from th...

• Using Tags to Organize Clients

  You may want to organize clients in various ways: By a team member (like a manager) who handles a set of clients -- set up a tag for each manager  By the kind of services that you provide for clients - set up a tag for each type of service Client Hub's tags feature is a very flexible way to do a...