Client Database

🧾 How to Use the Client Database

• Keep track of all your leads and active clients in one place with their contact details, business type, and project history.
• Use the Status property to monitor where each client stands — Active, Paused, Inactive, or Onboarded.
• The Lead Captured column helps you remember when the client first entered your pipeline.
• Each client entry is connected to its ongoing or completed projects — click to navigate directly.
• Quickly review what services each client is signed up for, such as Website Design or Development.
• Use the Notes column to log updates, next actions, or client-specific context — super useful before meetings.