# Client CRM Clicking **Clients** in the main navigation takes you to a PAI table view of all client records in your workspace. From here you can search, filter, and open individual records. To add a new client, use the **Add Client** button — or create one on the fly during project creation without leaving the flow. > [!note] > The Pipeline view (open bids and revenue forecasting) has moved to the **Reports** section. The Opportunities tab on a client record shows a client-filtered version of the same data. --- ## Client Record Click any client to open their record. It has five tabs. ### Details The core client information: - **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** — categorizes the client relationship (Agency, Direct, Publisher, Government, etc.) - **Client Industry** — the client's industry (Entertainment, Automotive, etc.) - **Internal 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 All contacts associated with this client. Add them here with their name, title, and contact details. 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'll appear here automatically. Either direction of entry keeps the record current. ### Assignments Assign workspace users directly to a client record. Users assigned here are automatically given access to all projects and campaigns associated with that client — eliminating the need to add them individually to each project. 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 A financial report of all projects associated with this client — the same view as the Insights report, pre-filtered to this client. Use it to see the full financial picture of a client relationship: what's been billed, what's been spent, margin across the portfolio. ### Opportunities All opportunities associated with this client — the same data as the Pipeline report, pre-filtered to this client. See where current bids stand, historical wins and losses, and the revenue picture for this account specifically.