Navigating the Client Dashboard

Clients_Dashboard.png

 

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:

Clients_options_2.png

  • Click the message button message_icon.png to start a new chat message, or go to an existing chat thread, with this client.
  • Click the menu button menu_button.png  to create an invoice or contract of this client, a new project, edit/view their profile or delete them from your list.
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