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Clients
- How can I Archive my clients?
- How do I add my clients?
- How do I add notes to a client record?
- How do I assign users to clients and tasks?
- How do I delete a Client?
- How do I link Individuals to Companies and vice versa?
- How does the Companies House sync work?
- What information does a client record hold?
- What is the difference between the Account Manager and Service Manager?