Welcome to Clientell’s Help Center! We’re here to help you explore the various functions we offer. Everything related to the product - processes, best practices, setup guides, and more! Can’t find what you’re looking for? Email: [email protected]

Opportunities

Opportunities

Individual opportunity

Forecasting

Dashboard view

Roll-up view

Target

Pacing

Trends

Trends Widgets

Risk Widgets

Funnel Widgets

Meetings

Settings

User Settings

Linked Accounts

Personal Info

Admin Settings

Managing Metrics

Managing Filters

On-Boarding Settings

Managing Users

Advanced Settings

Using Forecast Settings

Topics

Competitors

Workflows

Processes

How To Setup Forecasting

Setting Up Targets

Creating a new user

Understanding risk metrics

Understanding forecast categories

Creating new opportunities

Resetting your password