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Client Management
Client Management
Manage clients and also grow with them.
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.
Written by
Manish Balaji
Updated over a week ago
Getting Started
Getting started with client management
Written by
Manish Balaji
Updated over a week ago
How Tos
Manage prospects
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.
Written by
Manish Balaji
Updated over a week ago
Mapping a requester to multiple clients
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.
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.
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.
Written by
Manish Balaji
Updated over a week ago