Attach email to contacts and projects

ClientLook is the only cloud-based CRM that organizes both your contact and project email in one place. It eliminates the need to manually organize messages.

Learn how to attach emails, including files, to one or more records at once. The ClientLook email feature is compatible with ANY email software and mobile device.

Features include:

  • Attach an email to all message recipients found in ClientLook
  • Link an email to contacts and projects in one step
  • Includes file attachments
  • Works with any email ...
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14
NOV
0

Categories: Email reader

Assign a new company

Change the company to which a contact is currently associated. Follow this simple procedure for a contact who moves to a new company.

Features include:

  • Edit a contact to assign a new company
  • Simply enter a few characters of a company name to match
  • Link a contact to any existing company record

Related videos

Add a company
Contact searching
Add a contact
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11
JUN
0

Categories: Manage contacts

Export Your ACT! Database

It’s easy to export your ACT! database into a CSV (comma separated values) or Excel file so you can import all your contacts into the cloud-based ClientLook CRM. Just follow the simple steps below.

NOTE: The examples shown contain sample screen shots from Sage ACT! 2012. If you have a different ACT! version, then there may be some slight differences. The same basic program flow should apply though.

Access the ACT! export wizard

Launch ACT! and open the database ...

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23
MAY
0

Categories: Export data, Tutorials

Invite connections in ClientLook Scoop

As a member of a ClientLook community you can invite other connections to join. Invite anyone that shares your Scoop subscription to get involved with the online conversation.

Features include:

  • Email an invitation to one or more connections at once
  • Customize your invitation
  • Invited people join with one click

Related videos

Add a community
Join a community
Follow connections
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8
MAY
0

Categories: Scoop, Tutorials

Manage contacts in ClientLook

Add an unlimited number of contacts and share them with your co-workers in the cloud. Track leads, clients, vendors, personal contacts and more.

Features include:

  • Add an unlimited number of contacts.
  • Share contacts with other users or keep them private.
  • Create custom fields to track any type of contact data.
  • Search contacts using any field.
  • Import and export with ease.

Related videos

Add a new contact
Import data
Sharing ...
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31
JAN
0

Categories: Manage contacts

ClientLook Preview

This is a video that describes all the features of ClientLook. Pretty cool, huh?

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21
MAY
0

Categories: Track activities