Manage your To-Do’s right from your To-Do List. Video Transcript We have made working with your To-Do Lists fast and easy. When you get to
How to attach files to a Contact Card Video Transcript You can add File Attachments to contact records. This could be a Pdf or a
Related Contacts can be friends, business relations, family, etc… Video Transcript The Related Contacts tab allows you to relate contacts to each other. Let’s say
All the ways to opt in a phone number for texting. Embed This Video – You can copy and paste this HTML into another web
Tips for creating templates Video Transcript Whenever you want to type an email or letter or edit text on a Landing Page, you are going
Just ask for a name – not First and Last Name Video Transcript On your Landing Pages, you can capture as much information as you
Validating your Emails for Better Deliverability Embed This Video – You can copy and paste this HTML into another web page.
How to view and use the Analytics from your Email Blasts. Video Transcript To see the Analytics for one of your Email Blasts, go to
Plan ahead – schedule your blast to go out later. Video Transcript An Email Blast is a easy way to send a single email to
Grant or Deny access for a team member to any part of the system. Video Transcript As the Team Leader or Account Owner you have
Here is how you will assign to-dos to your team members. Video Transcript You can assign To-Dos to anyone in your database sharing group. In
Learn how to share email and letter templates across the team. Video Transcript Let’s talk about sharing templates with other team members. When I say
Add structure and consistency into your workflow by using automation in your deals. Video Transcript When your Deals move from one stage to the next,
Start here to learn how the Deals module works. Video Transcript The Deals Tracking System allows you to manage your sales and your sales pipeline
Quickly find library items with the help of Folders Video Transcript In this video, we will show you how to organize your Emails, Letters, and
Personalize the tabs on the Contact Card Video Transcript Here in the lower part of the Contact Record we have several tabs that will display
Tell a friend about AllClients and get a reward Video Transcript Here at AllClients, we have a Refer- A- Friend Program. If you’re using the
AllClients provides simple contact management and marketing automation in one, easy-to-use system.
