Before you begin
Gather the identity and contact information relevant to the engagement.
Recommended workflow
Add the client in the client-management area. Save and review the record before attaching contacts, work or documents.
Verify the result
Confirm the intended client, workspace and access scope. Menu labels can vary with the installed modules and their version.
Important
Do not place passwords in general notes or fields visible to every team member.
When you need help
Share the workspace address, module name, approximate time and a redacted screenshot. Do not share passwords, access tokens or client documents in a public support channel.
Need help with this workflow?
Include the article title and your installed module when contacting the team. Please redact confidential details.
Contact the team