Client Profile Creation

Creating a client profile in Teamboard TimePlanner allows businesses to efficiently manage client profile details and track projects associated with specific clients.

How to create a new client?

Creating a new client in TimePlanner is a simple process:

• From your main menu, locate and click on the “Clients” tab.

• Once you're on the Clients page, click the “Create New Client” button to start entering the details for the new client profile.

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• Fill in the necessary client information such as Name, Phone, Email, Address, and Description.

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