The client list on the android app is separated into 2 categories

  • Prospects
  • Clients.

Pressing the tabs at the top of the screen will allow you to navigate between the 2 categories.

To view the Client Profile, simply press on the client you wish to view

For more options, press and hold on a Client name, a box will pop-up with the following options:

  1. View Details
  2. Schedule meeting
  3. Convert to client 

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