A - Clients Dashboard
From the workspace dashboard, access your Clients Dashboard by clicking the "Clients" button on the left side navigation.
B - Search Bar and Filter Option
Type here to quickly search and find a client by name or use the drop-down menu on the right to sort your clients by companies.
C - Create Client
Grow your client list by adding your network.
D - Client List
Your clients are displayed here along with important information like email, company name, and phone number.
If you hover over an individual client, more options become available:
- Click the message button to start a new chat message, or go to an existing chat thread, with this client.
- Click the menu button to create an invoice or contract of this client, a new project, edit/view their profile or delete them from your list.