What is Client Management?
Client management is defined by the array of strategies, practices, and procedures a company employs to efficiently manage, engage with, and cultivate enduring relationships with its clients.
This guide is designed to navigate you through the essentials of client management within TeamBoard TimePlanner, including:
Client Profile Management
Task & Project Scheduling for Clients
Client’s Cost Management
Users who are Client admins can manage clients list client lists and schedule for client
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Create a new client
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