How to add clients to client folders

Learn how to add clients to client folders to improve client management and workspace organization.

Introduction

This article explains how to add clients to client folders in Oviond. Organizing your clients into folders helps you manage them more efficiently and keep your workspace tidy.

Step-by-Step Instructions

  1. Navigate to Oviond's login page and enter your credentials

  2. Select Client

  3. Click on the Add to Folder icon in the quick action menu at the top of the screen

  4. Select folder or create a new one

  5. Click the 'Save' button to add the client to the selected folder.

Additional Information

Tip: Ensure you input accurate client details to maintain a well-organized and efficient client management system.

Summary

By following these steps, you can easily add clients to client folders in Oviond, helping you keep your client information organized and your workspace efficient.

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