• How To View Your Inbox

    Login to your Clientforce account. Click on the “Messages” icon. 3. All your messages appear here.

  • How To View Notifications

    Login to your Clientforce account. Click on the notification icon. 3. All your notifications appear here.

  • How To Add Email Accounts

    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.

  • How To Connect An Additional Email Account

    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.

  • How To Set Up Triggered Calls

    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…

  • Replies Handling

    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’…

  • How To Delete A Lead

    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.

  • How To Change Lead Status

    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.