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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Client Profile Creation
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Task & Project Scheduling for Clients
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Users who are Client admins can manage client lists and schedule for |
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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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clients. Learn how to set up Client admins here |