Clients
Customers, contacts, and a pipeline of deals in the same workspace as the work.
Keep the people you work with next to the projects. A customer is the account. Contacts are the people on it. Tags group both. A pipeline is a board of opportunities, and each card is a deal. You can turn this off in workspace settings if you only want projects.
What you get
In the workspace
- 01
Customers with notes, tags, and activity
- 02
Contacts linked to those customers
- 03
Pipelines and opportunities, as a board or a list
- 04
The same people show up on invoices and projects
Questions