Welcome to the bulk client upload tutorial for the CloseWise CRM!
If you're new notary and don't have that many clients, you could always add clients manually by clicking the add client button. This video more pertains to people who are using other systems or have been working as a notary for years and want to consolidate their clients and orders in close wise.
There are a few different reasons you might want to do that.
One is all the orders that you add to close wise show to potential clients how much work experience you have.
Another reason is if you intend to use close wise to track your clients and other data, you can e-mail and text campaign clients, which is especially good for collecting reviews or just saying hello to remind your clients that you're ready and available to work.
But let's just jump right into it by watching this short video.
For additional help please reach out to support@closewise.com
