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See which clients need attention

One list of every client you look after, with the ones that need you first.

Updated 6 stepsFor agency teams

Before you startFor BlueTier's own team, in the agency workspace.

Steps

  1. Open Clients.
  2. Use the tabs above the list: Needs attention, Active, In setup and Paused.
  3. Read each row: status, connected accounts, invites and replies over the period, and when they were last active.
  4. Choose a client to open their page: their numbers, accounts, plan, portal access and activity.
  5. Choose Open workspace on their page to work in their inbox, campaigns and settings.
  6. For every client's numbers side by side, open Analytics.

What you will see

A client marked At risk has had no activity for three days or more: open it first.

The Clients list with Needs attention, Active, In setup and Paused, and each client's status, accounts, invites, replies and last activity.
The Clients list with Needs attention, Active, In setup and Paused, and each client's status, accounts, invites, replies and last activity.
Add a client workspaceFor agency teamsGive a client access to their dashboardFor agency teamsCompare periods and export a reportAnalytics and reports
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Still stuck?Contact support at info@bluetier.ai and the BlueTier team will help.

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