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How to search for clients

How to locate clients in your account

Erica McGarvey avatar
Written by Erica McGarvey
Updated over a month ago

To locate a client within your client engagement portal, go to the CLIENTS tab. From there, you can search by name, home address, or email. The matching client will appear in the results below.

Next, click on a client's name to view and edit their profile:

Additionally, you can explore all clients and sort them by interest rate, name, date added, and likely to sell score:

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