Cubicl Docs
  • What is Cubicl?
  • Starting
    • Get to Know Cubicl
    • Frequently Asked Questions (FAQ)
    • First Steps in Cubicl
      • How Do I Track My Tasks?
      • How Do I Create a Project Plan?
      • How Do I Communicate with My Team?
      • How Do I Stay Informed About Progress?
      • How to Create a Task?
    • Cubicl Mobile Application
  • Task and Project Management
    • Projects
      • Tasks Page
      • Files Page
      • Gantt Chart
        • Features Of Gantt Chart
        • Tips for Planning a Project
      • Timeline Chart
      • Calendar
      • Reports
      • Project Settings
    • Create Tasks
      • Task Details Page
      • Other Settings on Tasks
    • Chat
    • E-mail to Task
    • Workflows
    • Automation
    • Integrations
    • Custom Actions
    • Forms
    • Search Across
  • CRM
    • Clients
    • Deals
    • Client Portal
    • Bookkeeping
  • User Pages
    • Home Page
    • My Calendar
    • Sticky Notes
    • Account, E-mail and Notification Settings
    • Account Security
  • Organization and User Settings
    • Organization Settings
    • Subscription and Payment
    • User Permissions
    • Time-Offs
  • 🖥️API Integration
    • Introduction
    • Users
    • Projects
    • Tasks
    • Files
    • Clients
    • Chat
    • Bookkeeping
    • Webhooks
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On this page
  • Add a Client
  • Merge Clients
  • User Permissions
  • Delete All Clients
  • Download All Clients
  • Client Details
  • Actions Menu
  • Adding Notes to the Client
  • Client Activities
  • Client Tasks
  • Client Deals
  • Client Files
  • Client Bookkeeping
  • Activities Page
  • Adding Client to a Task
  • Sharing the Task with the Client
  • Adding a Client to a Deal

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  1. CRM

Clients

Save clients and manage tasks related to clients.

PreviousSearch AcrossNextDeals

Last updated 3 months ago

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