How to use CRM staging for your clients

Once you've selected a client, navigate to Manage> CRM Others. From here, you can drag and drop the client into the relevant stage for them.  

You can also view and manage the CRM stage for all your clients, by clicking on User Area> Dashboard on the left hand side, and then Client MI in the top right. 

From here, you can view and manage all of your clients and their respective CRM stage, as well as utilising the filter tool to filter the clients by age.