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Management Platform

Learn more about talent & client management on Yess! ✨

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1 author16 articles
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) πŸ’Ύ
How to search for already added clients or freelancers from talent pool while creating project? (Freelancer & Agency) πŸ”¦
How to delete a record from talent pool or client list? (Freelancer or Agency) πŸ—‘οΈ
How to search for a freelancer or client from the talent pool or client list? (Freelancer or Agency) πŸ”
How to edit the email of freelancer or clients in talent pool or clients list? (Freelancer & Agency) πŸ“§
How to edit profile image of a freelancer or client in talent pool or clients list? (Freelancer or Agency) πŸ–ΌοΈ
How to customize field type of a particular field? (Freelancer & Agency) πŸ“‹
What field types are available to customize? (Freelancer & Agency) ✨
How to rename the field? (Freelancer & Agency) πŸ–ŠοΈ
How to duplicate a field of a talent pool or a client record? (Freelancer or Agency) πŸ–¨οΈ
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) πŸ‘¨β€πŸ­
How to add a custom field to the record in talent pool or clients list? (Freelancer or Agency) βž•
How to export talent pool data or clients data? (Freelancer & Agency) πŸ—‚