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Managing Clients
Step-by-step guide to managing client data and information in Levvy
4 articles
How to Add a client in LevvyA step-by-step guide that walks you through the process of creating a client profile and adding client data in Levvy.
How to Activate Client Workflows in LevvyYour guide to adding and activating company workflows for individual clients.
How to Manage Client Passwords in LevvyStep-by-step instructions on how to add password-protected resources to client profiles in Levvy and make them accessible within workflows.
How to View Team Progress ReportLearn how to view task completion status by client