Open Clients → All clients.
What it shows
Each row shows the client (with links to Profile and Invoices), Health and setup progress, Owner, Attention, Approvals, Connections, Status, and, for owners, admins and account managers, Outstanding balance and due date, plus Last activity.
Filter and sort
- Search by name, website or account manager.
- Filter by Owner, Health, Setup and Status (archived clients are hidden unless you choose them).
- Sort by Needs attention, Name, Recent activity, Outstanding balance or Growth score.
Pin a client
Select the star on a row. Pinned clients appear first here and in the client selector.