Lesson 2 - How to Setup and Manage Clients
Bulletproof Notion Work Management System
For Accountants and Bookkeepers
Your Firm Page has two areas where you can access your clients. On the top right is where you go to drill into a page where you are 100% focused on your clients.
The second is further below in your Global Firm Views.
Wherever you access this, click to add a new client, and the new client template should generate.
Next, rename it, and expand it to full screen so you can focus.
If you haven’t by now, click to expand those toggles so you can get to work!
Next it’s time to get things setup.
Get some meeting notes going with the client by adding them in the Quick Notes section.
You can also add some tasks right away in the Quick Tasks section.
Throughout the rest of this course I am going to walk you through each area and template and show you how to use them. Then I’ll show you how to create your own views here.
UP NEXT: LESSON 3
How to Transfer Your Data from V1.0
See ya in the next lesson ;-)Â
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