Success

Getting help 3

• The Customer Success team
• Business hours
• Getting help straight away

Working with clients and contacts 9

• Types of client
• What's in a name?
• Add a client
• Add a client from Companies House
• Add a Service to a Client

View all 9

Working with services and jobs 1

• Conversations about jobs

Working with Inbox 20

• How Inbox works
• Saving email to a contact (or client)
• Working with conversations and labels
• Filtering and smart filters
• Bulk actions in Inbox

View all 20

Getting insights 11

• What is an insight?
• Add an insight
• Working with the Insights Builder
• Make bulk changes using insights
• Carry out bulk actions using insights

View all 11

Working with documents 10

• What is the document portal?
• All about folders
• How to add documents to a folder
• How to create a folder
• How to delete a folder

View all 10

Onboarding clients 10

• What is onboarding?
• What your prospect or client will experience
• Add a prospect
• Convert a prospect into a client
• Add an agreement

View all 10