Link clients or prospects to your project

By default, projects are not associated with your Sellsy clients, prospects or suppliers. This allows you to manage internal projects without linking them to a particular customer.

However, you can easily link customers, prospects and suppliers to your project.

For this, use the module to the right of the project view.

Now your client is linked to the project. You can add as many associations as you want.

Important: linking a customer does not provide right of access to the project. External access can only be granted at the individual level.

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