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    Clients

    • How Do I Export My Client Data?

    • Importing Contacts to Your Client List

    • Merging Duplicate Clients

    • Adding a New Client

    • Understanding the Clients Menu and Client Card

    • Managing Client Status

    • Importing Contacts From a CSV / Excel File

    • How to Bulk/Mass Update Your Wolbix Client List

    • Working with Client Fields

    • Managing Client Card Settings

    • Can Clients with a Different Country Code Add Their Phone Number?

    • Managing Tags in Your Client List

    • Using Tags to Locate and Manage Your Clients

    • Assigning Messages and Appointments to Other Staff Members

    • How to Permanently Delete a Client

    • What is the "source" of a client or conversation?

    • How do I block a client from scheduling with or contacting me?

    • How do I know the source of each client request with Wolbix?

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