Nurture Clients

`readClientPicture`

Read Client Picture

Read where one client stands, or where every active client and warm lead stands, in a single call.

read

Arguments

clientstringoptionalThe client id to read (from listClients / findDuplicateClients / listContacts). Omit to read every active client and warm lead, ranked coldest first.
spacestringoptionalOptional Space (shop) the channel belongs to: its name, a unique prefix, or its id. Omit for your personal book.
windowDaysintegeroptionalHow many days the windowed sections look over, and how far ahead bookings are read. Defaults to 30. The last touch and open money are always read in full, because how long it has been and what is still owed are not things a window may hide.

Returns

Returns the client card, their live entries with channel, stage and days in stage, the last touch (when, who through what channel) and days since it, open payment links and unpaid invoices, bookings…

Declared limits

windowDays: minimum 1
windowDays: maximum 365

Ask for it

The Cloud routes these requests to this verb.

where does this client stand
catch me up on <client>
what is next with <client>
comb through their tools

Pair it with

The verbs that finish the job.