Getting Started Collection

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16 articles in this collection
Written by Rahul Gupta and harsh chopra

How to integrate custom webhook?

Learn how to integrate webhook with your agency dashboard.
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Written by harsh chopra
Updated over a week ago

How to Redeem your Coupon Code?

Learn how you can register a new account using coupon codes.
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Written by Rahul Gupta
Updated over a week ago

How to share a Task with someone?

Learn on how to share a particular task within your agency portal.
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Written by harsh chopra
Updated over a week ago

How to share a Project Board with someone?

Learn on how to share a project board from the agency portal with anyone.
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Written by harsh chopra
Updated over a week ago

Manage Service Cancellation Requests from Clients

Learn on how to check service cancellation from different clients.
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Written by harsh chopra
Updated over a week ago

Understanding ClientVenue Plans, Quotas & Usage

Learn more about the pricing structure of ClientVenue.
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Written by harsh chopra
Updated over a week ago

How to activate Clients Projects?

Learn on how to activate their projects inside the portal
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Written by harsh chopra
Updated over a week ago

How to setup email notifications?

Learn on how to completely customize email notifications of your choice.
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Written by harsh chopra
Updated over a week ago

How Does a Client Avail your Services?

Learn on how clients can avail the services provided by you
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Written by harsh chopra
Updated over a week ago

How to create Tasks & Subtasks?

Here's how to create task and subtasks in ClientVenue.
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Written by harsh chopra
Updated over a week ago

Creating Internal & External Projects

Here's how to create internal and external projects for your agencies.
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Written by harsh chopra
Updated over a week ago

Getting Started with ClientVenue

Learn how to get started with all the major features of ClientVenue
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Written by Rahul Gupta
Updated over a week ago

Setup Projects inside different Workspaces

Learn how to correctly setup Projects inside different Workspaces
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Written by Rahul Gupta
Updated over a week ago

Understand Client & Agency side dashboards

Learn more about two main areas of your Agency's Portal
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Written by Rahul Gupta
Updated over a week ago

Setting up Whitelabel Portal

Learn how to setup your Agency's whitelabel portal
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Written by harsh chopra
Updated over a week ago

How to Onboard a Client?

Learn how to Onboard a Client on your Agency's Portal
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Written by Rahul Gupta
Updated over a week ago