Clientrol - Client Retainer Software, Project Management, Prepaid Support

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Clientrol Knowledgebase

1. GETTING STARTED

2. Add your Clients

3. SETTING UP RETAINERS

4. ADMINS & MANAGERS

5. HOW TO ADD TIME

6. MANAGING REQUESTS

7. CUSTOM FORMS

8. MANAGING PROJECTS

9. TASKS & SUBTASKS

10. NOTIFICATIONS

11. SETUP PAYMENTS

12. ADMIN DASHBOARD

13. CLIENT DASHBOARD

14. CONVERSATIONS

15. NOTES

16. MANAGE SETTINGS

17. MANAGING BILLING