June 6, 2024
CRM: Save your Clients in Handoff
Updates
Manage your repeat clients in one place, look up addresses, and more!
Hey Handoff users,
Big news! 📢 Clients can now be saved in Handoff!
- You can manage each Client's estimates and contact info in one easy place.
- You can assign and send estimates to Clients in seconds.
- We've created Clients for you based on any previous Proposals you've sent.
Keep reading for a brief video walk-through!
Find your Clients in the Navigation Bar
Tap a Client to view their Estimates
Easily Edit a Client's Contact Info
Send an Estimate to a Client in seconds
View Clients on either Desktop or Mobile
If you prefer using your desktop or laptop, great! Clients are accessible there too.
Click below to watch this 1-minute desktop demo.
Video: https://www.loom.com/share/f4770d714e3b4a2b95bf4842c2a81bee?sid=13a7bd91-1694-40ff-8c04-38c56a5797f6
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