How To View Your Inbox
Login to your Clientforce account. Click on the “Messages” icon. 3. All your messages appear here.
Login to your Clientforce account. Click on the “Messages” icon. 3. All your messages appear here.
Login to your Clientforce account. Click on the notification icon. 3. All your notifications appear here.
The maximum number of emails you can send with Clientforce per day is 200.
Login to your Clientforce account. Select “Settings”. 3. To add an email account, click on the “+” button located at the top right corner of your dashboard.
Login to your Clientforce account. Select “Settings” 3. Click on “Email Accounts” 4. To add an email account, click on the “+” button located at the top right corner of your dashboard.
Login to your Clientforce account. Select “Settings” 3. Select “Account” 4. Proceed to fill in your new details & click “Update”
Login to your Clientforce account. Select “Campaigns” 3. Click on the campaign you want to set triggered calls for. Click “Settings”. 4. Select “Calls in Campaign” 5. Once the prospect has opened a particular email a set number of times a call will automatically be put through. We recommend setting…
Login to your Clientforce account. Select “Campaigns”. 3. Click on the campaign you want to set reply handling for. Click “Settings”. 4. Select “Replies Handling” 5. Specify what you want to do when a lead replies to your emails. Mark a lead as ‘Finished’ or choose to ‘Continue sending emails’…
Login to your Clientforce account. Select “Leads” 3. Select the leads you want to delete by checking the box next to the lead contact. 4. Click on the “Delete” icon. 5. Select “OK” …And that’s it, your contact will be deleted.
Login to your Clientforce account. Select “Leads” 3. Select the leads’ whose status you want to change by checking the box next to the lead contact. 4. Click on the “Change Status” icon.