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How do I add Clients and Projects?

You can add Clients by clicking on “Clients” in the navigation bar at the top of screen. Then click “Add” to enter your client’s information. Required fields are marked with an asterisk. Once you have added a client, you can add a new project by selecting the client from your Client list, and clicking “Add New Project”. A project cannot be added without a Client.

Category: Getting Started

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