How to Check If a Client Is Synced in Synkli
This guide provides a straightforward method for checking client sync status in Synkli, ensuring you can efficiently manage your client relationships. By following the steps outlined, you can quickly identify which clients are synced and which are not, allowing for timely updates and improved workflow. It's an essential resource for anyone looking to maintain accurate client data and streamline their operations.
Part 1: How to Check if a Client is Synced
Step 1: Access the Clients Section
- From the left-hand menu, click on “Clients” to begin.
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Step 2: The Client's Dashboard
- Once you're in the Clients section, click on “All Clients.”
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Step 3: Select a Client
- Click on any client from the list to view their details.
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- If the client is successfully synced with Synkli, you will see a green tick icon on their profile screen, indicating that the sync is complete.
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Part 2: How to Identify a Client Not Synced
- If a client is not synced with Synkli, a “Not Synced” label will appear next to the client's name on the dashboard.
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- This helps you easily identify which clients need to be synced.
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Frequently Asked Questions
Go to the client’s profile in Synkli and look for the status tag (or chip). This tag will clearly indicate whether the client has been successfully synced with XPM.
