Client Management Dashboard
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This dashboard offers a step-by-step guide broken down into five sections:
• Quarterly Targets and Annual Goals
• Action Tasks with Time Tracker
• Project Management with Pre-built Workspaces and Client Portal
• Sales and Marketing with Pipeline and CRM
• Calendar Overview
Each section includes video instructions on how to use, edit and customize it to your preferences. All databases come with built-in templates. Some include Notion AI and button automation for ease of use.
