Clients

The client register, the profile behind each client, and the map of how they all relate.

Video chapter

Clients Management

3 min

0:00 / 3:00

Chapter 1 of 1 · 3 min

Clients Management

Every client in one register: status tabs, filters by type, group, billing and risk, and the onboarding-progress column.

Move a client Prospect → Onboarding → Active

Filter the register by risk and type

Create a client and assign a group

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+2 more chapters coming soon

Menu groupClients

Chapters1

Coming soon2 more

Duration3 min

LevelBeginner