ClientView
Clients
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Importing Clients into ClientView
You can import client data into ClientView from a spreadsheet. This spreadsheet must be generated from the ...
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ClientView - QuickBooks Online (QBO) Integration
The integration with QBO syncs basic client information between your customer records in QBO or QBOA within...
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Column Display in ClientView
Overview While using ClientView to gain insight within a client base, it may be helpful to reorganize...
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Views
A view is a feature within ClientView which you can use to preserve a combination of filters and column arr...
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Updating the Debt Tracker on a Client Record
Overview Through ClientView, it is possible to track debt owed to your firm by specific clients. To track ...
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Client Ratings
Overview Client Ratings is a tool within ClientView designed to help you define and elevate your ideal clie...
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Prospects
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Prospects Overview
Prospects are potential clients whose information can either be input manually by you or directly from a Ro...
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Prospect Notification Email Setting
Overview When a lead submits the intake form on a Rootworks website, the information flows into ClientView ...
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Opportunities
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Opportunities
Opportunities are openings to pitch a client on a future action that you would like for them to take. This ...
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Products
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Products
Overview Products are actually the services that a firm provides to clients. Viewing common services as pro...
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Adding Products to Clients
Associating products with clients helps you to conceptualize exactly how you currently work with them, the ...
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Product Bundles
Product Bundles are groups of products presented as a collection that can then be marketed to your clients ...
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Technologies
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Technologies Overview
Technologies in ClientView are used to provide additional insights for better understanding how clients and...
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ClientView FAQ
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ClientView Personalization & Setup
ClientView is designed to gather data on your clients for the expressed purpose of improving your interacti...
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Exporting Clients for Email Platforms
Exporting for Email You may find it helpful to use software such as Mailchimp, Constant Contact, etc. for c...
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Exporting Clients from ClientView
ClientView is the Rootworks customer relationship management (CRM) that can be used to store analytical dat...
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Picklists and Client Families
Overview Picklists within ClientView are the saved values that allow your firm to further define your clien...
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