Sample Workflow
Step by Step Animation/Video
Step by Step with Screenshots
Adding a Client to Dubsado
Date: June 29, 2022
Author: Jeff Anderton
Source: Tango
2. Click on Log In
3. Select the business you want to add the client to
4. Click on Projects
5. Click on New Project
6. Type a Project Title
The project title can be whatever you want. It can be the business name or the name of an individual. It can also include the product or service that this project is for.
7. Click on Create New Client
8. Type in the name of the person or contact
9. Type the business name (if applicable), email, and phone number
10. Click on Status *…
11. Click on Status and select the one that applies
This can always be changed later, so do not stress on this too much
12. Click on Create Project
This will create the new project and client for you
2. Click on Log In
3. Select the business you want to add the client to
4. Click on Projects
5. Click on New Project
6. Type a Project Title
The project title can be whatever you want. It can be the business name or the name of an individual. It can also include the product or service that this project is for.
7. Click on Create New Client
8. Type in the name of the person or contact
9. Type the business name (if applicable), email, and phone number
10. Click on Status *…
11. Click on Status and select the one that applies
This can always be changed later, so do not stress on this too much
12. Click on Create Project
This will create the new project and client for you