How to manage your client portfolio
The client view grants you clear visibility into your entire customer portfolio👇
Your monitoring panel
Your monitoring panel enables you to:
Create a client
Nothing could be simpler than configuring a new client profile! Simply click on the client option at the tip right of your screen.
Then set a name and someone in charge of this client!
That’s it ✅
Filter your clients
Edit, archive, and delete a client
Clicking on the 3 dots on the right of your client’s row, you can: edit, archive, or delete them.
🔴 Clients associated with a project cannot be deleted!
Analyze your clients
Thanks to these key indicators, you will know at a glance the exact status and/or profitability of each one of your clients:
Number of projects.
Finally, manage projects related to a client better and maximize your results by clicking on a client. 🚀
This reveals all the key indicators for each of your projects!