Manage Menu - ClientShelf®
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Manage Menu

The Manage Menu is where you add Services, create Questionnaires and work with your personal Contacts.

Manage Menu

Manage Menu Description

Services – Manage the services you provide to your clients
Questionnaires – Create custom questionnaires and forms to send to clients
Contacts – Add business and other useful contacts
Calendar – Create meetings and send them to your clients and contacts

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