Client Book — CRM

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Client Book

Sign in to your CRM

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Client Book

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Client Book

Waiting for approval

Your account has been created but needs an admin to approve access before you can see the CRM.

Signed up as . Ask an admin to approve you from Admin Panel → Admins.

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Client Book

Manage Categories

Import data

Referrer

Referral Source Business Category Phone Number Alternate Phone Number Notes

Advisor

Companies Contracted With

GFI Team Member

Initial Meeting Date Notes

Admin Panel

Client Application