video1.0<iframe src="https://www.loom.com/embed/24eb189ac81d4b13aafe966b0609b372" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/24eb189ac81d4b13aafe966b0609b372-cf8cc99389edd728.gif86.763In this video, I walk you through how to view and manage a client's card effectively. You'll see how to access the client's overview, including their services, status, and any relevant notes. I also demonstrate how to manage tasks related to the client and add custom tasks if needed. Additionally, I show you how to link to Company's House and the options to archive or delete a client. Please make sure to familiarize yourself with these features to enhance your client management process.