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Client List - Service Team

As a Service Team Member who is responsible for managing multiple clients, you’ll enjoy keeping them organized within the Client List. Here you’ll have quick access to client details simply by selecting them from the list. Within a client group, you’ll have many options to choose from in order to attain that information as well as perform overriding tasks.


Choose a Client List related item to learn more:


View and edit client information

Masquerade as a client

 Or jump to one of this feature's FAQs:


- How do I add a new client?

- How is an MSA certificate successfully completed?

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