Related Articles
Editing Existing Leads
Edit Lead from Leads Page After logging into the WorkCeo web application, look for the “Clients” tab on the left-hand column of the webpage. Hover over the “Clients” tab to reveal further links for “All Clients”, “Contacts” and “Leads” as shown ...
How to Import Clients
Importing Clients Goto “Clients” module after logging into the dashboard. In the “clients” module, click on “Import” button as indicated below. Upon clicking on the “Import” button, a pop-up box for importing the client list will open, as shown ...
Adding New Clients
Add Clients in Top Menu Dropdown After logging into the WorkCeo web application, look for the “+” button on the top right corner of the webpage. Hover over the “+” button on the top right corner of the dashboard webpage after logging in as shown ...
How to Add Multiple Properties to a Client
View Client > Property Tab Goto “Clients” module after logging into the dashboard. In the “clients” module, click on the “Action” button as indicated below. Click on the “View” button. Click on the “Properties” tab to view existing properties and ...
Changing Lead Status
Leads Module In order to change the status of the leads, open the “Leads” page from the “Clients” tab in the left-hand column of the webpage. Open the current status of the required client by clicking on the down arrow under the status column to ...