There are a few reasons as to why we decided it was time to split the records for clients within our dashboard from the records of the users. Below are a few of the reasons behind the split.
Why split Clients from Users?
- So that you can manage all your clients in one place
- As they are how we bill it is helpful to have them all in one place for you to review, add or delete
- We also heard a bunch that a client/customer could need multiple users to manage leads or report