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Clients
Quickstart Guide
Intro:
Managing your clients in OCW is simple and flexible. You can add unlimited clients, assign owners, and organize them by pipeline stage for easy tracking.
Step-by-Step Guide:
- Click Clients in the navigation menu.
- Click Add a new client.
- Fill in the client details (most fields are optional).
- (Optional) Assign an owner from your team in the Owner section.
- (Optional) Select the desired Pipeline Stage for the client.
- Click Create client to save.
- Switch between list view and pipeline (Kanban) view using the View Kanban / Pipeline button. Scroll right to see all stages.
- Click any client in the list or pipeline to view detailed information.
Frequently Asked Questions
Q: Is there a limit to the number of clients I can add?
A: No, you can add an unlimited number of clients for free.
Q: Can I assign multiple owners to a client?
A: Currently, you can assign one owner per client. Consider using notes for additional team context.
Q: What is the pipeline view?
A: The pipeline (Kanban) view lets you organize clients by stage and visually track their progress. Use the View Kanban / Pipeline button to switch views.
Q: How do I move a client to a different pipeline stage?
A: In the pipeline view, drag and drop the client card to the desired stage.
Q: Can I edit client details after creation?
A: Yes, click on any client to open their profile and edit their information.
Q: How do I delete a client?
A: Open the client profile and use the delete option (top right) to remove the client.