Get clients in, step 1
I sort my book my own way
bips helps by: Label clients your own way and apply it in bulk.
Statuses, tags and groups, part of the CRM
Define your own client statuses, tags and groups, then apply them to many clients at once.
What you do
- Open CRM settings
- Create statuses, tags or groups
- Apply them from the client list
In the app: CRM, Settings