👤 Clients

    What is it?

    This is a spot to view your client information. The key to remember is that CommandCenter is NOT a CRM. That means that you're not going to be managing your client list from this spot and you're probably not going to be managing their projects here either. The reason this exists in the CommandCenter is to provide amazing information in the Executive Dashboard.

    Inputting this information is a task that you can either assign to a VA or set up Zapier automations for.

    How do I use it?

    This is pretty simple! Input all of your clients so that you have them all in one place and can easily be shared with your team!

    👤 Clients

    Note that all clients will also flow through to your Birthdays & Holiday Card Lists, which is another good reason to keep this information here, if only for storage and not for active management.

    Usability Checklist

    Have you done all of this?

    1. Input all of your clients

    2. Designated the appropriate clients as Referral Partners?

    How do I print it?

    Print View

    How do I share it?

    For anyone that you want to have access to this information, whether personal or business, you'll share the "Client Work" interface with them.

    How to Share an Airtable Interface and Manage Access
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