Set Up myClients so it Thinks Like You!

You can set up MyClients so it thinks like you. 

In MyClients, you can segment the database using Categories, Category 2's, Sources, Flags, and Custom Fields.

The following video tutorial goes over each of these items. You can use these to make searching for groups of contacts more intuitive.

If you need additional help:

Please contact your Support team:

We are happy to help :)

support@byreferralonly.com

800-950-7325 Ex 3401