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Client List - Understanding the Client List Screen

Use the Client List screen to manage your clients

Chris Arenas avatar
Written by Chris Arenas
Updated over 2 weeks ago

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.

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