Engager – Clients & CRM
Add, manage, and communicate with clients — CRM records, client portal, and email automations.
Setting Up & Maintaining Clients
- Adding contacts / contact only
- My client can’t log into their portal / Password reset
- Adding a new Ltd, CIC or LLP
- Tax References
- Storing Companies House Personal Codes for Authorised Corporate Service Provider (ACSP)
- Ignore Companies House Address Updates and other
- How to Edit, or Archive a User
- Bulk Editing Clients
- Bulk Actions: Update Phases and Responsibilities
CRM
- Logging meetings and calls
- 64-8 Bulk Update: MTD Templates
- How can I Archive or Delete a client
- New Client Sub-type: Limited by Guarantee
- Why Your Client’s Name May Not Appear in the HMRC 64-8 Portal
- Prospects
- How to use 'Click-to-dial'
- How to manage client records
- How to download HMRC client data for agent 64-8 and bulk update within Engager
- How To Use HMRC 64-8 Agent Authorisation
- Companies House SIC Code Update
- Client ID / Reference