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Projects and Clients
Projects and Clients
By Sam and 1 other
2 authors
26 articles
Projects
What is a project?
Projects vs. clients
What if I don’t have "projects” in my business?
Leads vs. jobs
Create a project
Set a project date
Organize projects
Archive or delete a project
Project Statuses and Tags
Project statuses
Project tags
Manage project statuses and tags
Clients
What is a client?
Should I create a project or client first?
Manage clients in the address book
Bulk import a client list
Export data from Dubsado
Migrate existing clients into Dubsado
Client Portal
Activate or deactivate client portals
What are client portals?
Customize the client portal
Share the client portal
Adding a form to the client portal
Client portal banner images
What gets synced to my client's portal?
Add an external link to a client portal
Getting an error on my client portal login