Spaces
Apps
Templates
Create
Service Desk
All content
Space settings
Content
Results will update as you type.
How to use Service Desk
CRM
Burrow
Senro
Welcome to Senro v4.0
MANAGEMENT SETUP & CONFIGURATION
Client and Sales Management
•
Logging into Senro
•
Home Screen
Create and Match
New and Existing Prospects
Prospect Files
New and Existing Clients
Personal Client Details
•
Personal Client Overview
•
Personal Client Address History
•
Relationships Page (clients Overview)
•
Credit History
•
Health and ID Page
•
Occupations
•
Personal Client Portfolio Page
•
Contact Controls
•
How to delete client records on SENRO
Corporate Client Details
Sales Tools
•
Printing Labels
•
Marketing and Reporting
•
Service Desk Index
•
Webinars
Service Desk
/
/
Client and Sales Management
/
Personal Client Details
Summarize
Personal Client Details
Adam Evans
Owned by
Adam Evans
Jun 13, 2017
1 min read
Loading data...
{"serverDuration": 13, "requestCorrelationId": "79ad7769d5794364a39701bd6726d3f2"}