Education & Training

Add Contacts to Your Home Screen

We’ve made it easy for your to add your most frequently accessed contacts to your Dashboard. Click the Dashboard Icon from the contact record and

Getting Started Webinar

You are invited to a online overview of AllClients with Co-Founder and CEO, Jeff Shamus. Jeff will take you through AllClients to help you

Funnel Blueprints

Funnel Blueprints can be found in Action Sets, Autoresponders, Landing Pages and To-Do Plans. Check them out: You may edit from the Funnel Blueprint page and

Send Duplicates to ClientTouch

We’ve added new functionality to the Duplicate Contact Report. You can now add a contact from the Duplicate Contact Report to ClientTouch. This will allow

Import Your Custom Phone Labels

We’ve added the option to include your own phone labels on phone numbers in the import process. Learn more about what that means and how

Clean Up Your Duplicate Contacts

Periodically you will want to check your database for duplicates. Go to Reports, click on the Duplicate Contacts Report. Select how you want to look

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