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Communication & CRM

Save client notes, set follow-up reminders, and use tags to manage relationships. Build a CRM system that keeps you organized and on top of every lead.

1 author7 articles
Create a Client Profile in Agency Handy
Create Client Groups in Agency Handy
Import Clients in Agency Handy
Lead Management in Agency Handy
Export Clients from Agency Handy
Edit Client Profiles in Agency Handy
Client Configuration in Agency Handy