Setting up your services in ClientPoint allows you to effectively manage and categorize the different offerings your business provides. This process ensures that your ClientPoint proposals, documents, and communications are streamlined and aligned with your service offerings, enhancing your ability to track and deliver tailored client solutions.
Steps to Set Up Your Services:
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Access Settings:
First, click on Settings to navigate to the admin side of your ClientPoint account. -
Select Categorization:
Once in the Settings menu, choose Categorization to organize the different aspects of your account.
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Add Your Services:
- Select the Services tab and click Add Service(s).
- You will be prompted to enter a list of services that your company offers. Be sure to enter each service on its own line for clarity. This will ensure that each service is individually listed and easy to identify.
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Assign to Division:
After entering your services, you can assign them to relevant divisions within your organization for better organization and management. -
Submit Your Changes:
Once all services are listed and assigned to their respective divisions, click Submit to save your settings.
Conclusion:
Setting up services within ClientPoint is an important step in customizing your account to reflect your business’s offerings. This structured setup allows you to efficiently manage your services, integrate them into proposals, and organize your workflow.
If you need further assistance with setting up your services, feel free to contact support@clientpoint.net for help.