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Step by step procedure

1

Go to "Dashboard"

2

Click your "company name"

3

Click "Sales > Assignments" from the sidebar.

4

Click the "Add" button above the kanban board.

5

Fill up the field forms.

6

Assign "Handbooks" by clicking the add link. A pop-up with a selection of handbooks. Then select from there.

7

Assign "Clients" by clicking the add link. A pop-up with a selection of client names. Then select from there.

8

Assign "Personnel" by clicking the add link. A pop-up with a selection of personnel. Then select from there.

9

Then hit "Assign" from the right sidebar.

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How to edit consultation information?How to edit assignment information?