Clients & contacts (5)

Clients & contacts

The Clients page: search, filters, stats, and bulk actions

Modified on Sat, 11 Jul at 9:32 AM
Add a client the fast way: paste a URL or snap a business card (AI Fill)

Modified on Sat, 11 Jul at 9:32 AM
Inside a client record: the tabs, the Timeline, and logging a touch (call, text or chance meeting) that happened off-app

Modified on Tue, 4 Aug at 7:09 PM
Venues, vendors, and other contacts: your supplier directory

Modified on Sat, 11 Jul at 9:32 AM
Adding contacts by hand, and bringing your whole list in from a CSV

Modified on Sun, 16 Aug at 7:29 AM