What this guide covers
Client detail layout
From this page you can:
- Review the client name, status, and assigned sales reps
- Manage Contacts used for estimates and the client portal
- Jump to related Projects and Estimates
- Edit client fields your permissions allow (changes may auto-save on blur)
Contacts and portal access
Client contacts determine who receives estimates and who can sign in to the client portal. Portal invitations are managed from the contacts section — not from this help article's scope.