• Setting Up Your Profile

    Login to your Clientforce account. Once you login to your account, you will be prompted to set up your profile. To do this, you will need to fill out 3 sections: Personal Details, Business Details and Email Accounts. 3. To set up your personal Details, select ‘Personal Details’. 4. To…

  • How To View Your Campaign Reports

    Login to your Clientforce account. Select ‘Report’ from the menu on your dashboard. 3. Select your preferred Team, Sequence and Time options by clicking on the drop-down arrow next to each option. 4. To Export your Sequence report, simply click on the ‘Export’ button that appears on the top right…

  • How To Find Leads Using Clientforce Premium Biz Database

    Login to your Clientforce account. Select ‘Finder’ from the dashboard. 3. Select ‘Premium Biz Database’ from the options provided. (NB: You MUST be on the Clientforce Platinum Plan in order to be able to use the Premium Biz Database. 4. Find Hot Leads using simple keywords & locations searches to…

  • How To Find Leads Using Facebook

    Login to your Clientforce account. Select ‘Finder’ on your dashboard. 3. Find Hot Targeted Leads for your business by simply using a search from¬†Facebook Leads. Simply Select ‘Facebook Leads’ from the options provided. 4. Find Hot Leads using simple keywords & locations searches to get business data directly from Facebook….

  • How To Use The Finder

    Login to your Clientforce account. Select ‘Finder’ 3. Proceed to find Hot Targeted Leads for your business by simply using a search from any of our robust Lead Sources (In this case, Google) 4. Using simple keywords & locations, search to get business data directly from Google. Simply type in…

  • How does Email Validation work?

    Clientforce checks each email address by different parameters. Depending on the results of the check, the system marks email addresses as Valid, Risky and Invalid. Below is the explanation of each status. Valid Valid email. Verification was completed to mailbox level. No high-risk factors detected. Safe to send mail. Risky…

  • Using Gmail API to send emails instead of SMTP

    Gmail lets users improve email deliverability and reduce the chance of getting into spam. When you connect an email account using Gmail Single Click, all emails from this account are sent using Gmail API instead of SMTP. This option is enabled by default. To switch between Gmail API and SMTP:…

  • How to sign up to Clientforce with Google

    To register a Clientforce account with Google: Open Click Continue with Google. Choose a Google account on a business domain.Note: Reply doesn’t allow to sign up with the free address (e.g. contact@gmail.com). Fill out the required fields. Press Continue and you’ll be redirected into your Clientforce account.

  • Setting up an Outlook/Exchange account

    To set up and Outlook/Exchange account, make sure that email account settings are correct (server/host name, port, SSL and password). You can find this information in your email client app settings or you can ask your IT specialist. For example, In Outlook -> Sync mail tab as shown on the…