Article Content:
Overview
The Clients module is the backbone of your CRM. It’s where you store all permanent records for the people and companies you do business with. Effective client management ensures your team has the most up-to-date contact info and knows exactly where a customer stands in their journey with Rebolt.
Finding and Viewing Clients
To access your customer list, navigate to Clients in the main navigation sidebar.
Search & Filter: Use the search bar at the top to find a client by name, email, or company.
List View: By default, clients are shown in a list view. You can customize these columns to show the information most relevant to your workflow (e.g., Phone Number, Last Contacted, or Owner).
Understanding Client Statuses
Every record in the Clients module is assigned a status to help you segment your workflow and automate portal access.
Status | Definition |
Lead | A prospective client who has not signed a quote or started a project. |
Active | A current, paying client with an ongoing project or subscription. |
Inactive | A former client or an archived project. |
Editing Client Information
Keeping data clean is essential for accurate reporting. To edit a client:
Open the Record: Click on the client’s name to enter their profile.
Enter Edit Mode: Click the Edit button (pencil icon) in the top right of the info card.
Update Fields: You can modify standard fields like Address and Website, or fill out Custom Fields specific to your business needs.
Save Changes: Don't forget to hit Save at the bottom of the pane to lock in your updates.
Managing Lifecycle Statuses
Statuses help you categorize your database so you can quickly filter for active revenue vs. cold leads.
Lead: A potential customer who has been qualified but hasn't made a purchase.
Active: A current customer with an open deal or ongoing service.
Inactive: A former customer or someone who has opted out of services.
To change a status: Click the Status Badge located directly under the client's name in their profile. Selecting a new status from the dropdown will instantly update the record across the entire CRM.
Client Notes and Activity
The center of the client profile is the Activity Feed.
Adding Notes: Click into the text box to leave internal notes for your team. You can
@mentioncolleagues to loop them into specific client updates.Communication History: Any emails sent or calls logged will appear here chronologically, giving you a full audit trail of the relationship.