Main pageYour dashboardDashboard Businesses → Businesses

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Main page

Your dashboard

Everything about tasks

Clients and Suppliers

All about people

Project Management

Your company home page

Managing with teams

SOPs & Policy

Creating tutorials

Sales Management

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Adding a new business

Normally it is best to add new prospects on the Sales Management page, and manage them there until they are clients. See Sales Management

All other businesses can be added in their appropriate view. So add a new supplier by clicking on the + at the bottom of the “Suppliers” view on your dashboard.

+ New.png

About the Business page

Each business page is the same regardless of whether it is a client, supplier, or other relationship. The only exception is the custom page created for your business that appears in the “Us” view. All of the views on this page are filtered for this page.

Staff

The staff that work for this business.

Projects

A collection of various project views

Communications

Active messages, and All communications

Files

All files that are linked to the business, or its related businesses, and all files for projects related to this business including the tasks in those projects. Use the filter to find specific things if this gets to be a big list.

Job numbers

All job numbers for projects related to this business

Business properties