Knowledge Base

Find guides, tutorials, and resources to master ClientsDashboard features.

All Articles(15)

Beginner

Getting Started with ClientsDashboard

Complete onboarding guide to set up your agency and start managing clients effectively

8 minGetting Started

Beginner

Understanding User Roles & Permissions

Learn about different user roles and how to manage team access and permissions

6 minGetting Started

Beginner

How to Add and Manage Leads

Step-by-step guide to adding leads, tracking sources, and converting them to clients

10 minLead Management

Intermediate

Lead Qualification and Status Tracking

Master the lead qualification process and understand status progression

12 minLead Management

Beginner

Client Management Complete Guide

Everything you need to know about managing client relationships and information

15 minClient Management

Intermediate

Converting Leads to Clients

Learn how to convert qualified leads into paying clients in your dashboard

8 minClient Management

Beginner

Creating and Managing Projects

Complete guide to project creation, team assignment, and budget tracking

12 minProject Management

Intermediate

Task Management with Kanban Boards

Master the Kanban task management system with drag-and-drop functionality

10 minProject Management

Beginner

Creating Professional Invoices

Learn to create, customize, and send professional invoices to your clients

14 minInvoicing & Payments

Intermediate

Payment Processing and Tracking

Understand payment methods, tracking, and managing payment histories

11 minInvoicing & Payments

Beginner

Using the Real-Time Chat System

Complete guide to team communication, file sharing, and video calling features

9 minCommunication

Intermediate

Team Management and Collaboration

Learn to manage team members, assign roles, and facilitate effective collaboration

13 minCommunication

Advanced

Understanding Performance Analytics

Dive deep into performance metrics, reporting, and business intelligence features

16 minAnalytics

Beginner

Personal Productivity with Todos

Maximize your productivity using the personal todo management system

7 minProductivity

Intermediate

Customizing Your Dashboard Settings

Complete guide to personalizing your dashboard, branding, and notification preferences

11 minSettings

Featured Articles

Getting Started with ClientsDashboard

Complete onboarding guide to set up your agency and start managing clients effectively

8 min

Featured

How to Add and Manage Leads

Step-by-step guide to adding leads, tracking sources, and converting them to clients

10 min

Featured

Client Management Complete Guide

Everything you need to know about managing client relationships and information

15 min

Featured

Featured Articles

Getting Started with ClientsDashboard

Complete onboarding guide to set up your agency and start managing clients effectively

8 min

Featured

How to Add and Manage Leads

Step-by-step guide to adding leads, tracking sources, and converting them to clients

10 min

Featured

Client Management Complete Guide

Everything you need to know about managing client relationships and information

15 min

Featured

Creating and Managing Projects

Complete guide to project creation, team assignment, and budget tracking

12 min

Featured

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