Clients & Contacts
Overview of Clients & ContactsUnderstanding the relationships between clients and contacts are important when working with projects. This article explains that relationships and how to associate a contact.
Overview of the Client's Profile PageThis article will help you understand all of the information provided on the client's page.
How to Import Clients and ContactsDo you need to add your clients and contacts into Jetpack Workflow via import? This article will walk you through what you need to know!
Removing a Contact from a ClientIf a contact is no longer associated with a client, removing them is easy!
Moving a Client to Inactive or Deleting Them