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 Creation
Task & Project Scheduling for Clients
Client’s Cost Management
Users who are Client admins can manage client lists and schedule for client
Create a new client
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
