Clients & getting work done

Organize work and onboarding

Reviewed: 2026-10-15

Keep the service, client and next action together.

Step-by-step guide

1. Create an engagement, deal, appointment or project and select the existing client.
2. In Client onboarding, select industry services and review every term, price and recipient.
3. Prepare the package and use its available sharing/signing action. Check status before following up.

Features depend on your plan, permissions and enabled provider connections. These guides explain tasks; reading a guide does not perform an action or confirm completion.