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Add Clients and Manage Your Database
Learn how to add clients, edit client profiles, delete clients, and manage your clients
How to Introduce Homebot to Clients and Prospects
The Welcome Email and How to Customize It.
The Automated Monthly Emails and How to Turn Them On/Off
How to search for clients
How to Manage New Leads
How to Add Clients One at a Time
How to Add Clients in Bulk
Instructions for Retrieving Data From Your LOS or CRM Tool.
What to Expect After Adding Clients
How Client Capacity Works
How do I bulk delete clients with email issues?
What Does Each Email Issue Status Mean?
Homebot's Spanish language capabilities