Projects and Clients

How to manage and organize your projects and clients

19 articles in this collection
Written by Becca Berg and Sam Gioia

Projects vs. Clients

Learn the difference between a Project and a Client and how they work together!

Written by Sam Gioia
Updated over a week ago

Projects

What is a Project?

Get started with this powerful way to communicate with your clients

Written by Sam Gioia
Updated over a week ago

Changing the Project Title and Date

Plus, some tips on setting a project date that works for you

Written by Becca Berg
Updated over a week ago

Archiving and Deleting Projects

How to archive and delete projects and what happens to them

Written by Becca Berg
Updated over a week ago

How to Use the Projects Page

Keep tabs on all of your projects in one place

Written by Becca Berg
Updated over a week ago

What If I Don’t Have “Projects” in My Business?

How to use Dubsado projects when you have a client-based business

Written by Sam Gioia
Updated over a week ago

Clients

Should I Create a Project or Client First?

What to do first when you have a new client coming in

Written by Becca Berg
Updated over a week ago

How to Bulk Import a Client List

Easily import clients via a CSV file into Dubsado

Written by Sam Gioia
Updated over a week ago

Exporting Your Client List

Export the clients in your address book as a CSV file

Written by Sam Gioia
Updated over a week ago

How to Migrate Your Existing Clients into Dubsado

Coming over from another platform? Never had all your client info in one place before? Here's a guide to bringing in your existing clients!

Written by Sam Gioia
Updated over a week ago

Project Statuses and Tags

How to create, apply, edit and remove tags

Written by Becca Berg
Updated over a week ago

What are project funnels?

Written by Becca Berg
Updated over a week ago

What is the difference between a lead and a job?

Written by Becca Berg
Updated over a week ago

Using the Flexibility of Funnels to Know Your Business Better

All about funnels in projects and how you should be using them.

Written by Becca Berg
Updated over a week ago

Editing a status within a project funnel

Written by Becca Berg
Updated over a week ago

Removing / Deleting a status in your funnel

Written by Becca Berg
Updated over a week ago

Creating a default funnel / status to always show

Selecting a default funnel / status that will always open up every time you visit the projects.

Written by Becca Berg
Updated over a week ago

Auto assign new leads to filter into a funnel of your choice

Written by Becca Berg
Updated over a week ago

Auto assign project names to incoming leads

Written by Becca Berg
Updated over a week ago