Learn how to add clients, send engagements, send client portal invitations and more
13 articles
Adding a Client
Creating Custom Fields
Navigating the Client List
Create an Engagement Item Template
Create an Engagement
Navigate the Engagements List
Performing Bulk Actions
Assigning Tags
Collaborating with Comments
Preparing Client Portals
Sending a Client Request
Creating Client Portal Invitation Templates
Sending Bulk Client Requests