# 2. Clients: Use Cases

**\#1 Onboarding New Markets**

**Scenario:** You’re expanding into Europe and Latin America.  
**Solution:** Create Projects “WBCS – EU” and “WBCS – LATAM.” Onboard new clients into the appropriate project, then assign them to a local Desk (e.g., “Berlin Sales,” “São Paulo Support”) and manager. This keeps regional data strictly segmented.

**\#2 Tiered Support Levels**

**Scenario:** You offer Basic, Premium, and Enterprise support plans.  
**Solution:** In your main Project, set up Desks “Basic Support,” “Premium Support,” and “Enterprise Success.” Assign each incoming client to the desk matching their plan, plus a dedicated account manager. This ensures SLAs and workflows are customized per tier.

**\#3 Multi-Brand Account Management**

**Scenario:** Your company runs several brands under one umbrella.  
**Solution:** Use separate Projects for each brand (e.g., “Acme Retail,” “Acme Wholesale”). If a client buys from both, assign them to each project as needed, with desk and manager assignments per brand. They appear in both lists but stay logically partitioned.

**\#4 Cross-Functional Handoff**

**Scenario:** A prospect moves from Sales to Implementation to Support.  
**Solution:** Keep the client in a single Project but reassign their Desk and Manager at each stage: “Sales Desk” → “Implementation Desk” → “Support Desk.” All history stays on one record, but only the current team sees them.

**\#5 Bulk Import & Segmentation**

**Scenario:** You’ve run a marketing campaign and collected 1,000 new leads.  
**Solution:** Use the API or import tool to upload all leads into your “Marketing Campaign” Project. Then apply a meta-tag (via the Additional/Meta picker) or assign them to “Campaign Desk.” From there, route them in bulk to regional sales desks through filters or automation.