Viewing and Managing Client Data / Usage
1. Login to your account.
2. Click on the "Clients" tab at the top left.
3. Click on your client's name/s, click on the three dots to the right of the "Signed Up" column, then click on "View Client" to:
- All - track their activities (Log-ins and Estimates)
- Estimates - to view just the estimates
- Add Notes - place notes (can't be seen by the clients)
- Notes - view, edit and delete Notes
- Orders - track orders
- Client Details - view client details
- Platform Usage - track estimate and quote tools usage of your clients
- Edit - Organize Client details
4. Click on "Export Clients" to download an excel sheet of your contact list.
If you need further assistance please send us an email at support@titlecapture.com. We are more than happy to help!
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