Jetpack Workflow

Overview of the Clients Tab

This article will help you understand all of the information provided on the client's profile.

Overview of a Client Profile

How to Create an Individual Client

Do you need to add your clients and contacts into Jetpack Workflow via import? This article will walk you through what you need to know!

How to Import Clients and Contacts

Custom Fields

How to Create a Custom Field

How to Edit an Existing Custom Field

How to Edit Custom Field Information on a Client's Profile

How to Create a Contact & Associate Them with a Client

If a contact is no longer associated with a client, removing them is easy!

Removing a Contact from a Client

Moving a Client to Inactive or Deleting Them

Beatty W

Jetpack Workflow Support Team

Clients & Contacts

Find answers and get help from Intercom Support and Community Experts

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