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Management Platform
Learn more about talent & client management on Yess! ✨
How to manage clients' & contractors' data? (Freelancer & Agency)
How to add data to the talent pool or clients list? - Adding one-by-one (Freelancer & Agency) 🏊
How to add data to the talent pool or clients list? - Adding via CSV file (Freelancer & Agency) 💾
How to search for already added clients or freelancers from talent pool while creating project? (Freelancer & Agency) 🔦
How to delete a record from talent pool or client list? (Freelancer or Agency) 🗑️
How to search for a freelancer or client from the talent pool or client list? (Freelancer or Agency) 🔍
How to edit the email of freelancer or clients in talent pool or clients list? (Freelancer & Agency) 📧
How to edit profile image of a freelancer or client in talent pool or clients list? (Freelancer or Agency) 🖼️
How to customize field type of a particular field? (Freelancer & Agency) 📋
What field types are available to customize? (Freelancer & Agency) ✨
How to rename the field? (Freelancer & Agency) 🖊️
How to duplicate a field of a talent pool or a client record? (Freelancer or Agency) 🖨️
How to delete a field of the record? (Freelancer or Agency) ❌
How to know if the freelancer or client is associated with any project? (Freelancer & Agency) 👨🏭
How to add a custom field to the record in talent pool or clients list? (Freelancer or Agency) ➕
How to export talent pool data or clients data? (Freelancer & Agency) 🗂
Why do I fail to import my CSV file?