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👥 TORQ Clients – Step-by-Step Tutorial

🔹 Accessing Clients

• Click on “Clients” from the left-hand sidebar.

• Displays a full list of all customer profiles in TORQ.

• Example: Currently shows 2,301 customers in the system.

🔹 Understanding Client Entries

• Some entries may only have a phone number (from call-ins).

• Others may include:

  • First and last name

  • Email address

  • Phone number

  • Business name (if applicable)

🔹 Searching for a Client

• Use the search bar to find a customer by name or phone number.

• Click on the customer’s name to open their profile.

🔹 Client Profile View

• Opens a familiar screen that resembles the Chat interface.

• Left side: Client details

• Center: Message history / communication log

• Right: Opportunities associated with that client (covered in the next tutorial).

🔹 What Info to Collect and Enter

When speaking with a client, make sure to gather and enter the following:

• ✅ First Name

• ✅ Last Name

• ✅ Email Address

• ✅ Phone Number

• Optional: Business Name

⚠️ Why It Matters:

• Email & phone number allow you to communicate through SMS and email within TORQ.