Project Collaboration

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Features Getting Started

Link to a Client

On your mobile: In your web account: Note: to add new Contacts or Companies, goto the Contacts app in your Upvise account.

The Client information appears in the Info section: (i) icon on mobile or Info tab on web.
Tap or click the Email icon to easily send an email to the list of contacts and companies from the Info section

Next Step: Add a Task and Note

Make your business mobile with Upvise

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