Users who are Client admins can manage clients list and schedule for client
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Create a new client
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Information to fill in: Name, Phone, Email, Address, Description and the projects belong to the client
Schedule for Client
Client admins can schedule for client, simply select the client when scheduling task
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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:
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Users who are Client admins can manage client lists and schedule for clients. Learn how to set up Client admins here |