Clients are the end customers this account bills. Every mission and every opportunity attaches to a client record.

The list

The Clients page shows each client with its identity mark, Name, Status, Contact, and Email. Narrow the list with the All, Prospects, and Customers chips or the search box.

The identity mark is the client’s uploaded logo, or a gradient tile with the client’s initials when no logo is set.

New clients default to Customer.

Records

A client record carries Name, Contact name, Contact email, Industry, Website, City, Billing address, and an optional Logo. The logo shows next to the client everywhere in the app.

Only administrators create, edit, and delete clients. Operations and executives can open and browse client records.

Add a client

1. Open Clients and choose Add client.
2. Enter the Company name and pick the Status.
3. Complete Industry, Website, City, Contact name, and Contact email as known.
4. Attach a Logo if you have one.
5. Choose Add client.

Edit a client

1. Open the client and choose Edit.
2. Adjust any field, including Billing address. Leave the Logo blank to keep the current one.
3. Choose Save changes.

The same dialog offers Delete, which removes the client.

The detail view

Under the name and status badge, the detail page repeats the record facts, then offers three tabs:

• Missions: the contracts signed with this client. See Missions.
• Opportunities: the pursuits tracked for this client, with stage, probability, and estimated value. See Sales pipeline.
• Contacts: the people on the client’s side.

Contacts

Any business role maintains the contacts. Each contact carries a Name, Title, Email, Phone, and Notes.

• Choose Add contact to record a person.
• Tick Primary contact for the main counterpart. At most one contact per client is primary.
• Removing a contact asks for confirmation before it proceeds.