How to Create an Account
Learn how to create your retaincoda account and get started.
Find answers to common questions and learn how to use retaincoda effectively.
Learn how to create your retaincoda account and get started.
Step-by-step guide to logging into your account.
Forgot your password? Learn how to reset it.
Didn't receive your activation email? Learn how to request a new activation code.
Navigate and understand your main dashboard overview.
Create a new workspace to organize your business and collaborate with team members.
Switch between multiple workspaces and manage your workspace selection.
Update workspace information, description, and basic settings.
Add, remove, and manage team members in your workspace.
Send invitations to new team members to join your workspace.
Configure granular permissions for workspace members to control access.
Upgrade or downgrade your workspace subscription plan.
Update your personal information and account settings.
Update your email address associated with your account.
Update your account password for better security.
Configure email and in-app notification preferences.
Configure your billing settings for invoices and proposals.
Create and manage tax categories for your invoices.
Add a new client to your CRM system.
Edit, view, and manage your client information.
Share secure portal access with your clients.
Remove client access to the portal when needed.
Learn how the client engagement score is calculated.
Capture and organize potential clients as leads.
Edit, update, and track your leads through the sales pipeline.
Transform a lead into an active project.
Convert a lead directly to a client without creating a project.
Set up a new project for your client work.
Update project details and track progress.
Track project progress with status updates and notes.
Visualize project milestones and tasks on an interactive timeline.
Create professional proposals for your clients.
Edit proposals, update status, and track client responses.
Share proposals with clients via the Client Portal.
Download professional PDF versions of your proposals.
Transform an accepted proposal into an invoice.
Generate invoices for your clients.
Edit invoices, update status, and generate PDFs.
Share invoices with clients via the Client Portal.
Download professional PDF versions of your invoices.
Mark invoices as paid, draft, or other statuses.
Allocate invoice payments across multiple milestones.
Connect project milestones to invoices for tracking.
Create and upload contracts for your clients.
Edit contracts, update status, and track contract lifecycle.
Share contracts with clients through the Client Portal.
Clients can acknowledge receipt of contracts through the portal.
Guide for clients on using the portal to view invoices and proposals.
Clients can view and download invoices through the portal.
Clients can view proposals and track their status.
Clients can view and acknowledge contracts through the portal.
Clients can track project milestones and payment status.
Clients can see project progress updates and milestones.
Clients can mark invoices as paid through the portal.