Overview: Client Management for Admins

Overview: Client Management for Admins

Add New Clients

Clients module

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.


Click on “All Clients” to reveal the list of all the current clients of your organisation which have been added into the WorkCeo platform. Click on “Contacts” to reveal the list of all the clients as well as leads of your organisation. 


To add a new client, click on “Add Client” button on the right top corner of the web page as shown above. On clicking the button, you will see an “Add Client” pop-up as shown below. Fill in all the details of the client as indicated in the pop-up. You can save the information to complete the “Add Client” process. 


If you want to add more details, click on “Advanced” button. This will take you to a client information form which accepts more details of the client including website details, shipping address, billing address, etc. Upon filling all the information, click on “Save”.


Action Menu

On logging into your WorkCeo dashboard, look for “Add New Client” button on the left portion of the action menu as shown below.


Click on the “Add New Client” button. Fill in the client details as shown below and save the details.


Top Menu Dropdown

Hover over the “+” button on the top right corner of the dashboard webpage after logging in. Click on “Add Client”. Fill up the client details and save the information.


Add Client in Mobile App:

* “WorkCeo App not found in Google Play Store*

Revise New Clients

In the “Clients” webpage, the details of the clients are listed in the bottom half of the page as shown below. To select a particular client for revision, click on “Edit” button in the “action” tab.


Update the client information and save the revised details in the “Update Client Info” web page.


Importance of Maintaining your Client List (CRM)

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