Managing Clients
- How to import a client profile to the Back Office Dashboard?
- How to upload files related to clients on the Back Office Dashboard?
- How to invite clients to access the client web portal on the Back Office Dashboard?
- How to remove or archive clients from the Back Office Dashboard?
- How to turn on auto email reports for a client on the Back Office Dashboard?
- How to change the client’s primary email address on the Back Office Dashboard?
- How to update company profile in the Back Office Dashboard?
- How to manage client contacts in the Back Office Dashboard?
- How to upload notes related to clients on the Back Office Dashboard?
- How to create and manage clients in the Back Office Dashboard?