Your Client Relationship Management (CRM) Tool Lauren Hershey Updated June 04, 2018 16:19 Follow It's incredibly easy to access your client relationship management (CRM) tool! In your CRM, you will see a complete list of your clients plus the ability to edit, delete or create a new quote. Here's how to do it: 1. In your dashboard, select “Clients” 2. Here is your complete list of clients! 3. From here you can access the different tools in your toolbox:-Start a new quote for a specific client -Access your client's quote history -Edit the client's information -The ability to delete a client Related articles Forgot Your Password? How to Quote How to Upload Your Census How to Edit a Quote Navigate Your Sidebar Menu Comments 0 comments Article is closed for comments.