THE CLIENTS TAB

Go to next video

Video Course: 2/13

1. Training Introduction

2. The Client Tab

3. Client Profile

4. Pulling Client Lists

5. Tagging Clients

6A. Communicating with Clients

6B. Using OneShop Number

7. Sequences

8. The Daily Tab

9A. Adding a Task

9B. The Tasks Tab

10. Sell Virtually with ShopWith

11. The Stats Page

12. Creating and Editing Templates

13. Your Finished!

Overview

On the clients tab you are able to access all of your clients that are assigned to you. This could either be the clients you have sold the most dollars to or all clients of the store if everyone shares customers. From this page you are able to pull segmented lists, communicate with clients, and find pretty much anything you need as it relates to your clients.

WHAT YOU WILL LEARN:

  • How to navigate the clients tab
  • What the key components of the clients tab arer
  • How to maximize client tab use