If you're new to ClientView this guide will help you to set up and customize your workspace so you can get to what's important fast — Getting results, not tracking them.
If you're joining an existing team in ClientView, we'll show you around! If you reach a lesson that doesn't apply to you right now, skip ahead to what does. We'll cover:
Installing the right integrations for your agency.
How to customize your workspace for maximum efficiency.
What you need to know about the client tracking and our task manager.
And more!
Looking for the ClientView glossary? You'll find it here in our Help Center. It's a great article to refer back to!