Creating Templates
We made some changes to the template creating experience and the ClientPoint team is so excited about it! Templates provide consistency and save you so much time when putting together a proposal, so if you haven't made one yet, now is a great time to do so!
Click here to learn how to create a template.
GDPR Compliance Setting
The General Data Protection Regulation is a regulation in EU law on data protection and privacy for all individual citizens of the European Union. We launched a new feature to make sure you're providing the proper notice to your prospects and clients about their privacy.
Click here to learn how to set this up.
Customize your Manage Screen
Want to see more or less on your manage screen? Now you can! We updated the list to offer more options for you.
Click here to learn how to set this up.
Have any questions? Please email support@clientpoint.net.