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Client Management

Client Management

Manage clients and also grow with them.

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8 articles in this collection
Written by Manish Balaji

Importing clients and requesters

Learn how you can import your clients and requesters into SuperOps.ai on your own, in less than 4 steps.
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Written by Manish Balaji
Updated over a week ago
Getting Started

Getting started with client management

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Written by Manish Balaji
Updated over a week ago
How Tos

Manage prospects

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Written by Manish Balaji
Updated over a week ago

Using the sales inbox

Streamline, organize, and simplify all sales-related conversations with the sales inbox to close deals faster and delight your clients.
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Written by Manish Balaji
Updated over a week ago

Mapping a requester to multiple clients

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Written by Manish Balaji
Updated over a week ago

Adding a new client

Learn how you can a client into SuperOps.ai with just a couple of steps, set up custom fields and more.
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Written by Manish Balaji
Updated over a week ago

Viewing your client list

Learn how you can manage your list of clients and get high-level context at a single glance.
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Written by Manish Balaji
Updated over a week ago

Communicating with clients

Manage exchanges with clients and find client context from different touchpoints with ease.
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Written by Manish Balaji
Updated over a week ago