Clients
How to configure churn criteria in Synup OS
How to configure churn criteria in Synup OS One of the most loved features in Synup OS is the churn forecasting feature. We’re excited for you to try it out. Churn forecasting in Synup OS helps you spot clients who might be at risk of churning out, ...
How to use tags for managing client data
How to use tags for managing client data Tagging is a powerful way to organize your clients and filter data based on your specific needs. With tags, you can easily group clients by region, project type, or any other category, making it simple to find ...
How to view Client Summary
How to View Client Summary The Client Summary page provides a complete overview of your client’s details, activities, and insights. This is where you can quickly access important information like contact details, business insights, invoices, tasks, ...
How to view & navigate through client table
How to view & navigate through client table The Client Table in Synup OS is your central hub for managing all customer accounts linked to your agency. With the Client Table, you can: Quickly search and locate clients. Assign representatives for clear ...
How to use custom fields to store client data
How to use custom fields to store client data Custom fields in Synup OS let you store and manage additional information about your clients beyond the standard fields provided in the platform. They are fully customizable, allowing you to capture ...