Virtual Assistant strategy
Learn how to leverage ClientLook’s exclusive Virtual Assistant service to promote efficiency and maximize your daily effectiveness.
Admin
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Custom session
Combine any services to create your own accelerated learning session. This web-based session is perfect for individuals or teams located anywhere.
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Record segmentation
Understand all the ways that ClientLook allows you search and segment data. Develop custom record types, custom fields, groups and more.
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Email integration
Understand how to capture emails sent/received from any email software and/or mobile device. Learn about attachments, sharing and more.
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Relationship building
Better relationships mean more business. Maximize your effectiveness by using groups, custom fields, advanced searches and more.
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Comp management
Discover how to track comps to develop a competitive advantage. Learn how data is imported, how to link records, create reports and more.
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Listing management
Take control of your own listings by adding them to ClientLook. Learn how easy it is to add listings and rely on the Virtual Assistant to make edits.
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Account maintenance
Master advanced features for optimal account operation like user management, duplicate handling, data standardization and more.
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Account customization
Personalize your account by discovering how to create custom fields, manage users/teams, deploy the ClientLook mobile app and more.