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Articles in this section

  • How To Upload A Client List
  • Deleting or Archiving a Client
  • Uploading and Downloading Files To and From Clients
  • Exporting Your Client List

How To Upload A Client List

Aldex Oun
  • March 23, 2020 15:20
  • Updated
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Uploading a client list is essential to using many of the tools within the portal from sending out the automated monthly newsletters to granting your clients access to upload/download files through your portal system.

 

What's next? How to connect your social media for auto-posting.

 

  • Facebook
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  • LinkedIn
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