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Distribution - Viewing Your Client Information
Distribution - Viewing Your Client Information

Quickly and easily view your client details from this screen

Gabriel Buck avatar
Written by Gabriel Buck
Updated over a week ago

From the Distribution screen, you have the option to open details about a specific lead, or you can open the client, where a specific lead was sent.

This shortcut is useful if you are checking lead deliveries and want to verify information about a specific client. You might for example want to check on how many leads they have left on order or their billing details.

Select any lead, then select Open Client from the main toolbar, or you can right-click, and use this menu to select Open Client.

From the Client screen, you can also use the Automation Checklist to understand why a lead was delivered, or not delivered to a specific client.

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