How do I access my client's activity?

Review your client activity you can see who is using your app and reach out to your top clients to generate more business.

1. Login to your app.

2. You can see who is using your app by selecting Contacts-> leads located at the top of your dashboard.

 

 

3. This will bring you to the client page. The date on the right of each clients name is the day they signed up to use the app.

 

5. You can use the client filters to sort the information you are looking for.

6. You can filter by Most Recent or Most Active in this filter.

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7. You can also choose Filter Clients and filter by office and Title Agent. 


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