Managing Clients

The Clients page is your central address book. Every customer, prospect, and past client lives here. You can search, filter, tag, and drill into any record from one screen.

Navigate to Admin > Clients to get started.

Dashboard KPI Cards

Five cards sit at the top of the page. They give you a snapshot of your client base.

Searching and Filtering

The search bar sits below the KPI cards. Type a name, email, phone number, or address to find a client instantly.

Three filter dropdowns let you narrow the list further:

• Status — Lead, Prospect, Active, Inactive, or Past.
• Health — Active, At Risk, Dormant, or New.
• Tags — Select one or more tags to show only matching clients.

Adding a Contact

1. Click the + Add Contact button in the top-right corner.
2. Select Customer Type — Residential or Commercial.
3. Enter the contact's Name.
4. Choose a Lead Source from the dropdown.
5. Fill in Email and Phone.
6. Start typing the Address. Google Places will autocomplete it and fill in City, State, and ZIP automatically.
7. Optionally, nest this contact under an existing Account by selecting one from the dropdown. If you leave this blank, the contact stays standalone.
8. Click Save.

Adding an Account

Accounts group related contacts together. Use them for property management companies, commercial clients with multiple locations, or households with more than one decision maker.

1. Click Add Account.
2. Enter the Account Name.
3. Select an Account Type — Company, Household, Group, or Other.
4. Set the Status.
5. Fill in Industry, Email, Phone, and Website as needed.
6. Click Save.

Account Hierarchy

Accounts act as parent records. Each account can contain multiple contacts. Expand an account row in the table to see its nested contacts.

Each nested contact has a role that describes their relationship to the account:

• Decision Maker — The person who approves proposals.
• Property Contact — The on-site person for scheduling and access.
• Billing Contact — The person who receives invoices.
• Member — A general contact with no specific role.

Client Table Columns

The main table displays these columns:

Click any column header to sort the table.

Bulk Actions

Select multiple rows using the checkboxes on the left side of the table. A toolbar appears with these options:

• Set Status — Change the status of all selected clients at once.
• Add Tags — Apply one or more tags to the selection.
• Archive — Move selected clients to the archive.
• Export CSV — Download the selected records as a spreadsheet.

Opening a Client Profile

Click any client name in the table. This takes you to the full client profile at /admin/clients/[id]. See Client Profile for details on what you can do there.

Tips

• Use accounts to group related contacts. A property management company with ten properties should be one account with ten nested contacts.
• Tag clients early. Tags make filtering and marketing campaigns much easier down the road.
• Check the Health badge. At Risk and Dormant clients are good candidates for a follow-up call or re-engagement campaign.