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In this video, we take a look at Client Manager and how you can use it for monthly reports. This includes using this for the created option allowing you to see enquirers on a monthly basis.
There are many amazing features to the Client Manager and you can find out more about them here: https://itzhome.com/pro-community/itzhome-academy-live/understanding-deals-within-your-pipelines/#post-134
Posted : 20/10/2025 12:38 pm
