Overview
The Client List screen is your central hub for managing lead and client datasets. Here, you can adjust columns, filter records, execute bulk or individual actions, and export data—empowering your team to work efficiently and stay organized.
Core Functionality
1. Customize Columns
Use Choose Columns to add/remove fields (e.g., Name, Delivery Date, Status)
Drag-and-drop columns to reorder the table for your workflow
2. Record Actions
Export data: Download CSV or Excel of current view
Perform bulk actions: Pause, resume, delete, or notify multiple rows
Best Practices
Change the status of your client from this window more effectively.