Using Deals and Client Access/Reporting
Mar 3, 20218:30am PST1 hourSee the latest version of ClientLook CRM and learn all about using Deals and Client Access. In this free 60-minute training session you'll learn how to:
- Set up deals and invite your clients
- Adding updates to share with clients
- Using our war room to win more assignments
- What your client sees when logged in to your portal
ClientLook is made to be super simple. This introductory session is a great way to learn everything you need to get started today.