HomeUsing UpmindClient ManagementClient Management15 articlesHow to Add & Manage ClientsHow to Create Account Notes and SecretsHow Do Delegates Work?A Guide to Account Level DelegatesHow to Add Client Custom FieldsHow to Add Delegates in Your Admin and Client AreaHow to Manage Client SettingsHow Impersonating a Client WorksHow Does the Affiliate System WorkHow to Add Client TagsStoring Client Notes and SecretsAutomation Overrides on Client LevelClient Number SettingHow to Transfer Ownership and Merge Client's AccountsHow to Manage Leads