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  1. MagManager
  2. MagManager Help Files
  3. Clients

Clients

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  • ★ Using the Clients screen
  • ★ Setting up a New Client
  • Client Record - Adverts/Content Details Screen
  • Client Record - Actions Tab
  • Creating a Flag and Adding it to an Agency Client's Record
  • Creating a Flag and Adding it to Client Record
  • Delete a Client
  • How to Add a New Lists to a Sales Pipeline
  • Transferring Data from One MagManager Account to Another
  • How To Set Default Tel Links on a PC & MAC
  • How to Uninstall and Reinstall DYMO Software on a Windows Computer
  • Custom Tabs
  • Client Record - Details Tab
  • Managing notes for a client
  • Using the client timeline
  • Client Record - Contacts / Email / Timeline & Consent Tab
  • Sections and Categories
  • Using Company Flags
  • Using the Dymo label printer
  • Active and Inactive Clients
  • Client Consent