HOW TO CONNECT TO YOUR CLIENTS ON SQUIRRELFISH
Are you ready to start connecting with your clients on SquirrelFish?
If you have most of your resources uploaded now, you are ready to start connecting with your clients and even looking for possible new clients using the SquirrelFish platform.
You can give your clients and business contacts access to your resources in 3 ways:
1.Connect Via SquirrelFish Directory (preferred method)
2.Create a link from your website – like a ready-made “Agent Login” area
3.Send them a link and a username and password in an email
In this blog post we will go over number 1 – How you can connect with clients actually on the platform. You can see another blog post about how to set up number 2 and 3 HERE.
Connect Via SquirrelFish Directory (preferred method)
The best way to give your contacts access to your resources is to ensure that they are also registered on SquirrelFish and then they can easily connect with you much like you do on LinkedIn.
If your clients are not yet registered on SquirrelFish let us know and we can contact them and get their FREE account set up.
1.Log into SquirrelFish and from your dashboard click on DIRECTORY
2.Search for the contact you want to connect with by doing a word search or using the filters to help locate them.
If they are on the Directory you will see their profile. Click on the ADD TO NETWORK button on that profile.
This will send them an email and also a message within the SquirrelFish system requesting to connect.
When your contact receives the email they can log into their SquirrelFish account and accept your request. When they do this you will receive and email and also a message through the SquirrelFish system letting you know that you are now connected.
Once your contact accepts to connect with you on SquirrelFish they will then be able to access all your resources.
N.B If your client contact is not already registered on SquirrelFish just email us and we can set them up with a FREE account and instructions on how to use the system: becky@squirrel-fish.com
You can always see who you are connected to by looking in your NETWORK. You can disconnect from any contacts should you need by clicking on the REMOVE button.
Could you just give us a few more details and we will be in touch
