What this guide covers
Open the clients list
Go to Clients
In the left sidebar, click Clients to open
/app/clients.Review summary cards
Summary cards at the top show active client counts. Restricted roles may see My Active Clients instead of business-wide totals.
Search or filter
Use the table search and filters to find a client by name, status, or assigned rep.
Open a client
Click a row to open the client detail page.