11 / Update Client Statuses In Airtable

Open the Savvy Client & Team Register Airtable base

On the Client Information tab, open the Client Status view

Change the status of any New clients that are going into their second month of service to Current. To do this, click on the cell in the Client status column that you want to change, and select Current for the drop-down list

Open the Savvy Client & Team Register Airtable base

On the Client Contacts tab, open the Current Contact Data view

Change the status of any New clients that are going into their second month of service to Current. To do this, click on the cell in the Client status column that you want to change, and select Current for the drop-down list