Client Management

Add your clients to the CRM, keep their details up to date, and send them an account link or a password reset.

Your clients live in the CRM. Add a client once, and every listing you deliver to them is in one place.

Adding a contact

1. Open CRM in the sidebar.
2. Click Add Contact.
3. Enter their Name, Email and Phone.
4. Click Add Contact at the bottom of the form.

Adding a contact sends no email. They get a platform account right away, so their page offers Send Password Reset, not Send account link (see below). Add their company, notes and other details on the contact's page afterwards.

What clients receive

A client hears from you when you deliver a listing to them. The Listing Delivered email links to:

• the download page, where they view and download the media with no sign-in
• the listing's property websites, which they can share

Delivering happens on the listing: see Gallery Management.

Holding downloads until payment

Switch on Require Payment Before Download under Billing in Settings to hold downloads while a listing has an unpaid invoice. Clients see what is due and a link to the invoice, and the downloads open once it is paid.

Managing a contact

From the CRM you can search your contacts and open any one of them. On a contact's page:

• Edit their details on the Profile tab.
• See their work and invoices on the Work and Money tabs.
• Keep notes on the Notes tab.
• Compose email to write to them.
• Send account link emails them a link to set up their account, when they do not have one yet.
• Send Password Reset emails a reset link, once they have an account.

To send a delivery email again, open the listing and click Resend Listing.

Tips

• Use your client's business email for reliable delivery.
• Clients can work with more than one business on LOTULIS: one email is one person, so every listing delivered to them lands in the same account.