This quick How-To video will walk you through how to perform Group Edits in your MyClients CRM:
To see more about how to create workgroups, please use the following resource:
Working With a Group of Contacts - ClientTouch Workgroup
If you need additional help:
Please contact your Support team:
We are happy to help :)
800-950-7325 Ex 3401
Please sign in to leave a comment.