5 GUIDES · GOODCOMPANY HELP
Clients & projects
Relationships, contacts, project history and delivery.
Add and maintain a client profile
Create a client and keep its identity, conversations and work together.
ClientsCreate and organize a client project
Give a named engagement its own tasks, contacts, documents and financial context.
Clients → Client → Add projectManage contacts and project milestones
Record the people involved and keep delivery checkpoints, comments and files on each milestone.
Clients → Client detailBuild or refresh client and project context
Understand relationship scans, generated portfolios and failed processing.
Clients → Client or project detailDeliver a milestone and record client acceptance
Keep daily tasks, delivery, client approval and payment as separate checkpoints.
Clients → Project → MilestonesA little more clarity.
A good next step.