Step 1: The first step is to open Base7 and click Clients

Step 2: Type the name of the client in the search bar

Step 3: Click on the client name to open their profile

Step 4: And here is the client profile.

Step 5: This is the client's number, if you know it, you can also search for his profile with this number.
That's it. You're done!

Here's an interactive tutorial for the visual learners
https://www.iorad.com/player/101643/How-to-search-for-a-client-profile
Comments
Please sign in to leave a comment.