Getting started with HHM Core Clients

1. Open HHM Core Clients from your left menu.
2. Pick your business type. We fill in the sections and stage names that fit.
3. Add your business name, logo and colors, and watch the phone preview update.
4. Choose which pipelines are projects, and rename any stage your clients would not understand.
5. Go to Clients, create a link for a client, and send it by text or email.
6. Optional: turn on add-ons and the notification bell under Add-ons.

Questions? Email group@hhmcustomhome.com.