myClients
Information about how to use your myClients CRM
Start Here
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
Frequently Asked Questions
myClients Features
Contact Management
- myClients - Flagging Contacts
- Duplicate Contact Reports
- Viewing Recently Added Contacts
- Add a Contact
- The Contact Card
- Customize the Contact Card
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