All Clients Dashboard

2 min read

The main Clients screen — every account in one table, split by pipeline stage, with per-row actions.

Overview

Opening Clients gives you the whole directory: status tabs with live counts across the top, a searchable table below, and Add Client / Import / Export in the header. Each row carries the client’s company, who owns the account, their balance, status, and join date.

Status Tabs

WHERE IT SITS — DIRECTLY BELOW THE PAGE TITLE

All 13
Contact 2
Lead 3
Client 6
Client Team 2

Custom account statuses you create appear here as extra tabs.

Contact

In your book, no deal yet

Lead

In conversation, not yet buying

Client

Has placed at least one order

Client Team

Additional contacts inside a client’s company

All shows every account regardless of stage. Each tab carries a live count, and custom account statuses appear here too.

Table Columns

Client

Name, email, and a PORTAL badge if they have portal access

Company

The business behind the account

Assigned to

Inline dropdown — reassign the owner without leaving the list

Balance

Wallet credit on the account

Status

Current pipeline stage

Joined

When the account was created

Sorting: Client, Company, Balance, Status, and Joined are all sortable.
Selection: the checkbox column enables bulk actions across selected rows.
Route: /clients

Row Actions

The menu at the end of each row is where most client work starts — you rarely need to open the record first.

WHERE IT SITS — THE ⋮ BUTTON AT THE END OF ANY ROW

View Profile
Edit Client
Create Order
Create Invoice
Create Ticket
Create Subscription
Sign in as Client

Delete

Each item is gated by its own module permission — a member without invoice access sees no Create Invoice option.

View Profile

Open the full client record

Edit Client

Update details and status

Create Order

Raise an order for this client

Create Invoice

Bill them directly

Create Ticket

Log a support request on their behalf

Create Subscription

Put them on a recurring service

See their portal exactly as they do

Delete

Remove the account — prefer merging duplicates

Permissions: each action is gated by its own module — a member without invoice access won’t see Create Invoice in the menu.

Who Can Access

Agency AdminTeam & Remote Members (assigned only)

Tips & Best Practices

Reassign owners straight from the Assigned To dropdown — it’s far quicker than opening each record when you’re rebalancing workload.