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- Help Center
- Sales
- Clients
A Guide to Your Clients Tab
The Clients tab allows you to store and manage your client accounts and access your custom client portals. Use the Clients tab to toggle between your Client List and Client Portals.
On this page:
Client List
Your Client List displays all of your client accounts. Depending on your permissions, the Client List will show your clients (if you're the client rep) or every client your company works with. The order in which your clients appear in the list is based on which clients have the most recent activity in the system.
Client Portals
Client Portals allow your client to view all past orders, start new projects, request re-orders, and view past interactions with your team.
