Accessing Client Management
Welcome to the comprehensive guide for client onboarding in dock'd. This journey marks the beginning of new relationships with clients, each one signifying a new chapter in your organisation's narrative. This guide serves as your structured roadmap to an organised and efficient client onboarding process.
Embark on the client management journey within dock'd. Envision this as entering a space brimming with potential, where each client presents an opportunity to make a significant impact.
Action Steps:
Proceed to the 'Client Management' tab on your dashboard.
This area is your central command for all client-related activities.