Account customization

Account customization

  • Description

    This course focuses on the things you’ll want to do to customize ClientLook for yourself or your team. Setting up teams, adding custom fields and personalizing existing fields in all the modules, setting up system preferences and sharing defaults and much more.

    Outcome

    This will help you:

    • Set your account up for your CRE specialty
    • Customize each module with your personal preferences
    • Get our team off to a fast start
  • Intended user

    Administrative users on teams or any individual account owner.

    Investment

    This 60-minute live web session is $225. Attendees unlimited. Recording provided.

    Request info

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Custom session

Custom session

Combine any services to create your own accelerated learning session. This web-based session is perfect for individuals or teams located anywhere.
Virtual Assistant strategy

Virtual Assistant strategy

Learn how to leverage ClientLook's exclusive Virtual Assistant service to promote efficiency and maximize your daily effectiveness.