The two-part tutorial below will walk you through how to flag your contacts in myClients.
In the first video, we'll review how to flag individual contacts. The second video will review how to flag a group of contacts using ClientTouch.
Flagging Contacts Individually
Flagging a Group
If you need additional help:
Please contact your Support team:
We are happy to help :)
800-950-7325 Ex 3401