Accessing Client Management
Welcome to the comprehensive guide for adding and managing new clients in dock'd, an essential tool for expanding your client base. Consider this guide as a strategic roadmap for seamlessly integrating new clients into your organization. It's designed to facilitate an organized and efficient onboarding process, ensuring each new client becomes a valuable and harmonious part of your business narrative.
Begin your journey into effective client management with dock'd. Envision entering a space brimming with potential, where each client represents an opportunity to positively impact your business.
Action Steps:
Access the 'Client Management' tab on your dashboard. This area serves as the focal point for all activities related to your clients."