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WorkflowMax Support Centre
Use WorkflowMax
Clients
Client Manager
WorkflowMax Support Centre
Use WorkflowMax
Clients
Client Manager
Client Manager
About client manager
Add a client
Create a client from scratch
Create invoices in client manager
Delete a client
Edit a client
Invite a client to log in
Set up the edit contact link
Merge clients
Set up a billing client
Client Manager
Create and manage client and prospect records with Client Manager.
About client manager
Add a client
Create a client from scratch
Create invoices in client manager
Delete a client
Edit a client
Invite a client to log in
Set up the edit contact link
Merge clients
Set up a billing client
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