# Client CRM Clicking **Clients** in the main navigation opens a table of every client in your workspace, with each client's **Type** and **Industry**. From here you can search, filter, and open individual records. To add a client, click **Add Client** — or create one on the fly during project creation without leaving the flow. Turn on **Show Deleted** to include deleted clients in the list. > [!note] > The Pipeline view (open bids and revenue forecasting) lives in the **Reports** section. The Opportunities tab on a client record shows the same data filtered to that client. --- ## Client Record Click any client to open their record. It has five tabs. ### Edit The core client information. Click **Save** after changes. - **Name** — the client or company name - **Logo** — appears on estimate print documents alongside the client name - **Address** — appears below the client name on externalized estimate documents - **Client Type** — the kind of relationship: **Agency**, **Direct**, **Individual**, **Non-Profit**, **Prodco**, **Publisher**, or **Government** - **Client Industry** — one or more industries the client works in - **Client Notes** — private notes on the client relationship; never externalized Address and logo are worth filling in before you print a bid — they're what populates the "To:" section on client-facing estimate documents. ### Contacts Everyone you deal with at this client, with their name, email, and phone. Add people with **Add Client Contact**. Client contacts become available when you're adding people to logistical documents like call sheets. The relationship also works in reverse: if you add a contact to a call sheet and assign them to a client, they appear here automatically. Either direction of entry keeps the record current. ### Assignments Assign workspace users directly to a client with **Add Assignment...**. Assigned users can see all of the client's projects, whether or not each project has been shared with them — no need to add them to each project individually. This is designed for organizations where users work dedicated client accounts rather than across everything in the workspace. Combined with project-level admin roles, it creates a clean access structure: users without explicit assignment or admin access won't see client work they're not meant to see, and new projects under that client are covered without manual sharing. ### Projects Every project for this client, as a project list: stage, production / post / AR / AP stages, campaign, project type, and tags. Use it to see where all of a client's work stands at a glance. ### Opportunities All opportunities for this client — the same data as the Pipeline report, filtered to this client — with **All** and **Pipeline** views. Each row shows the opportunity owner, stage, external total, probability, expected revenue, and expected close date, and the sidebar totals **External Total** and **Expected Revenue**. Use it to see where current bids stand, historical wins and losses, and the revenue picture for this account.