Client Management & Leads
Converting a Lead to Client
Leads Module>Action Menu Dropdown In the “leads” page, click on the “Action” dropdown button. In the dropdown menu, click on “Convert to client” button. This will take you to the “Add Clients” page, where all client details may be added and saved as ...
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 ...
Filtering Results in Lead Module
Filtering Results with Top Easy Filters * Top easy filters not found
How to Import Leads
Importing Leads from Leads 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 for “All Clients”, “Contacts” and “Leads” as ...
Exporting Lead Data
Exporting Leads in Lead 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 “Leads” to reveal the list of all the ...
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 ...
Adding New Leads
Add Lead in Lead 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 “Leads” to reveal the list of all the current ...
Overview: Lead Management for Admins
Add Lead in Lead 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 for “All Clients”, “Contacts” and “Leads” as shown below. ...
Exporting Contact Data
Exporting Contacts from the “Contacts” tab 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 ...
What are the Different Types of Contacts
The different types of Contacts are listed in the contacts list as shown below. The different contacts are “Admin”, “Leads”, “Client” and “Employee”.
Adding New Contacts
Add New Contacts from the “Contacts” Tab 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 ...
Overview: Contact Management for Admins
First & Last Name. Company Name Email Telephone Number Date Created After logging into the dashboard, hover on “Clients” and click on “Contacts” as shown below. All contact details including “First and Last Names”, “Company Name”, “Email”, “Telephone ...
How to Change Client Status to Inactive
Edit Client > Status Field Upon logging into the Dashboard, go to the “Clients” page. All clients are listed with details as shown below. To view further details, click on the “Action” button. In the dropdown, click on the “View” button as indicated ...
How to Add Multiple Contacts to a Client
View Client > Contacts Tab 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”. Click on ...
How to View Client Details and Work History
View Client Details Upon logging into the Dashboard, go to the “Clients” page. All clients are listed with details as shown below. To view further details, click on the “Action” button. In the dropdown, click on the “View” button as indicated below. ...
How to View Client Invoices and Payments
View Client > Invoices Tab After logging into the WorkCeo web application, look for the “Money” tab on the left-hand column of the webpage. Hover over the “Money” tab to reveal further links for “Invoices”, “Contracts”, “Expenses” and “Payments”. ...
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 ...
Filtering Results in Client Module
Filtering Results with Top Easy Filters 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 ...
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 ...
Exporting Client Data
Exporting Clients in Client 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 ...
Editing Existing Clients
Edit Clients in Client Module 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 ...
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 ...
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 ...