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  1. By Referral Only Help Center
  2. myClients

myClients

Information about how to use your myClients CRM

Start Here

  • New myClients Interface (2022)
  • myClients Settings: Rolodex Legacy Feature
  • myClients: How To Add a Single Contact
  • How To Add a Group of Contacts

Using myClients

  • Scheduling an Email Blast in myClients
  • Using Action Sets to Apply Autoresponders
  • myClients - Sending an Email Blast
  • Understanding Permission Based Email
  • Set Up myClients so it Thinks Like You!
  • Action Sets
See all 7 articles

Frequently Asked Questions

  • I like my current CRM, do I have to use myClients?
  • Does myClients Support Syncing with Another CRM?
  • myClients Outbound Email Address
  • myClients: Customize your Dashboard
  • Hosting a PDF with Google Drive

myClients Features

Contact Management

  • myClients - Flagging Contacts
  • Duplicate Contact Reports
  • Viewing Recently Added Contacts
  • Add a Contact
  • The Contact Card
  • Customize the Contact Card
See all 7 articles

How To

  • Delete a Group of To-Dos
  • Updating the SSL Certificate with Go Daddy
  • How To Perform a Group Edit
  • How To Update Your Email Signature in MyClients:
  • How to create a basic email template
  • How to download, mail merge and print a letter
See all 10 articles

Contact Management

By Referral Only Help Center