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Client workspace/ Client Worth List

  • January 16, 2024
  • 1 reply
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Is there a location where we can access the list of Client worth? Would love to see who our top 20 customers are in terms of bookings in order to create special sales and emails for them. 

Best answer by Regina Martinez

Tools/Reports/Download Reports/Clients. It will list your clients by worth.

(You’ll need the upgraded version of HB to access it.)

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      Regina Martinez
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      • Regina Martinez
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      • Answer
      • January 16, 2024

      Tools/Reports/Download Reports/Clients. It will list your clients by worth.

      (You’ll need the upgraded version of HB to access it.)

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