This video tackles:
- Creating a NEW service
- Modifying an EXISTING service
Select "Services"
TABLE OF CONTENTS
"Add Service"
Service name: This will be used to identify the service on the client portal and within proposals.
Short description: This is used on the services page on the client portal.
Full description: This is used in proposals and contracts.
Service Scope: (not mandatory). Learn more
Modify a Service
Choose the service that you want to modify/update, and press "edit" via 3 dots to proceed.
Make the changes, and press "Save"