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Managing Clients

Managing Clients

Best practices for managing and collaborating with clients on Jointly.

3 articles
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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.
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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.
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Written by Jointly Support. Updated over a week ago