Owner workspace

Clients

Manage converted client relationships

Total clients24

Conversion trend

New clients over time

New clientsCumulative (scaled)
New clients over the last 30 daysNew client conversions rise gradually across the selected period.8630Apr 10Apr 16Apr 22Apr 28May 1May 4May 7May 10

Acquisition

Original source

Relationships

Client list

BusinessPrimary contactOriginal sourceClient sinceActive projectsLatest activityRelationship ownerStatusActions

Real client data · Edits, status changes, and notes are saved to the real database

Contact

Edit contact

Saved to the real database.

Owner-only control

Send access code?

This generates a new 6-digit access code and sends it, with the portal link, directly to the client. Any existing code stops working the instant this is confirmed. Staff never see the code itself.

Owner-only control

Revoke access code?

This immediately deactivates the client's current access code and every session created from it. The client will not be able to log in again until a new code is issued.

About this page

Clients

Manage businesses that have become clients, including their contacts, linked leads, relationship status, notes, and client access controls.