Managing Operations / Clients
Step-by-step guides for completing tasks relating to the Operations / Client Poral.
- Bulk operations contacts export
- Importing Contacts to an Operation
- How margins are calculated
- Manage contacts
- Add prospective Clients
- Add contacts in CRM
- What is CRM?
- Add a position to a rates book
- Download a timesheet sign off report
- Hide Roster costs from Operations/clients
- Change invoice payment details
- Send SMS to an operation or a bulk SMS to Operations
- How to disable an Operation User
- Add a comment to an Operation profile