Managing Clients
Best practices for managing and collaborating with clients on Jointly.
3 articles
Written by Jointly Support

How to add an additional client to a deal or offer
Learn how to add a new client to a deal or offer.
Written by Jointly Support. Updated over a week ago
How to send a message to your client
Learn how to send a message to your client to remind them to sign a document or finish completing a task.
Written by Jointly Support. Updated over a week ago