Lesson 3.2: Notes, Reminders & Scheduling | Client Management

MODULE 3: CLIENT MANAGEMENT

Lesson 2: Notes, Reminders + Scheduling

In this lesson:

NEXT: ADDING + ASSIGNING CONSULTANTS

CLICK TO BEGIN

And There’s More…

In our third module, we learn about client management.

Learn about the effective organisational tools available to you as part of your in-built eBoss Customer Relationship Management System (CRMS).

Unable to find the video tutorial you were looking for?

Visit our Help Centre and find answers to more common problems.

Still can’t find your answer? Contact us.

  • How to set up a checklist
  • How to pin a note to the top of a profile
  • How to snooze appointments on your calendar
  • Launching a Skypeâ„¢ Video Call

Ready to Get Started?