Clients

Complete Overview Of Client Card
For many talent agencies, getting and keeping client information organized is a struggle. Without a proper process in place, most of them end up with a pile...
Wed, 7 Apr, 2021 at 8:34 AM
How To Add A New Client?
Just like talents, store and manage your entire client details in StarAgent, so that your whole team would have everything needed for work organized in a si...
Wed, 7 Apr, 2021 at 8:36 AM
Choosing Client Type
Client types are the additional classifications that are given to help you define your clients (e.g. "prospect"). You can assign only one client t...
Wed, 7 Apr, 2021 at 8:34 AM
Search Tags For Clients Explained
'Client Tags' work like categories, grouping similar clients so that you can easily find who you are searching for. These are completely customizabl...
Wed, 7 Apr, 2021 at 8:34 AM
Setting Status & Availability For Clients
As your team works in StarAgent, it is helpful to let everyone from the team know if your agency is currently working with a client or not. StarAgent uses t...
Wed, 7 Apr, 2021 at 8:35 AM
Add Client Liaison Specialists
StarAgent workspace is where teamwork happens. So, help your team get their work done with all the right information about the clients and their liaison spe...
Wed, 7 Apr, 2021 at 8:35 AM
Deleting A Client Profile
When the details about a client are no longer needed, you can delete them from StarAgent. Workspace owners/admins and agency members with access to the clie...
Thu, 1 Apr, 2021 at 3:00 AM