Clients
Client and entity records, health, and portals.
How-to guides 4
- Collaborate with an external organizationInvite a partner organization, such as an accounting firm or agency, to work in your workspace with controlled access.
- Create an entity or client recordEntity records centralize company details, contacts, projects, communications, documents, and financial activity.
- Monitor client healthHealth scores flag relationship risk early, and the Health Triage view ranks clients by the value at stake.
- Share a client portalGive clients a curated portal with their projects, updates, documents, support requests, and contract usage.
Concepts 2
- Navigate the client record workspaceClient records organize everything about an account into five spaces, with an Overview briefing and a context rail for quick reference.
- Use entity lifecycle stagesEntity lifecycle stage shows whether a company is a prospect, active account, at risk, churned, or archived.