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Projects and Clients
Projects and Clients

Stay organized and connected with clients

Charis Barg avatarSam Gioia avatar
By Charis and 1 other2 authors26 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
Change the project status

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
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