Managing Agency Clients Effectively
In Anywhere, managing your agency clients is a streamlined process. You have the flexibility to assign a client to each shared project within your account. Here's a step-by-step guide to help you manage your agency clients efficiently:
Adding a New Client
Adding a new client is a breeze with Anywhere. You can do this in two ways:
During Project Creation: While using the 'Create New Project Wizard', you have the option to add a new client directly.
From the Administration Panel: Navigate to the 'Administration' section and select the 'Clients' screen to manually add clients.
Creating a New Client Record
To create a new client record, simply click on the 'Create New Client' button located at the top right corner of the screen. Fill in the necessary details and save the information to add the client to your list.
Editing Client Information
If you need to update client details, find the client's record and click on the action button next to it. From the dropdown menu, select 'Edit' to modify the necessary fields.
Deleting a Client
In case you wish to remove a client from your list permanently, locate the 'Action' button against the client's record and select 'Delete'. This action will remove the client's details from your database.
We hope this guide aids you in managing your agency clients seamlessly on the Anywhere platform.
Adding a New Client
Adding a new client is a breeze with Anywhere. You can do this in two ways:
During Project Creation: While using the 'Create New Project Wizard', you have the option to add a new client directly.
From the Administration Panel: Navigate to the 'Administration' section and select the 'Clients' screen to manually add clients.
Creating a New Client Record
To create a new client record, simply click on the 'Create New Client' button located at the top right corner of the screen. Fill in the necessary details and save the information to add the client to your list.
Editing Client Information
If you need to update client details, find the client's record and click on the action button next to it. From the dropdown menu, select 'Edit' to modify the necessary fields.
Deleting a Client
In case you wish to remove a client from your list permanently, locate the 'Action' button against the client's record and select 'Delete'. This action will remove the client's details from your database.
We hope this guide aids you in managing your agency clients seamlessly on the Anywhere platform.
Updated on: 04/09/2023
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