> ## Documentation Index
> Fetch the complete documentation index at: https://docs.contractor-co-pilot.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Manage client relationships and contact info

> Add clients, track contacts, view associated estimates and projects, import from CSV, and share proposals through the client portal.

Your client list is the hub of everything sales-related in Contractor Co-Pilot. Each client record holds contact details, multiple contacts (project managers, owners, accounts payable staff), and a full history of every estimate, proposal, project, invoice, and document tied to that account.

## Adding a new client

<Steps>
  <Step title="Open the Clients list">
    Go to **Clients** in the left sidebar. You'll see your full client list with search, filter, and sort controls at the top.
  </Step>

  <Step title="Start a new client record">
    Click **New Client** in the top-right corner. A dialog opens with the fields for your new client.
  </Step>

  <Step title="Enter the company details">
    Fill in the following:

    * **Company name** — The name that appears on proposals, invoices, and documents.
    * **Email** — Primary contact email for this account.
    * **Phone** — Main phone number.
    * **Address** — Optional billing or mailing address.

    <Tip>
      If you're adding an individual contractor or sole trader rather than a company, use their full name as the company name.
    </Tip>
  </Step>

  <Step title="Save the client">
    Click **Save**. The client record opens immediately so you can add contacts or start an estimate right away.
  </Step>
</Steps>

## Adding contacts

Each client can have multiple contacts — project managers, decision-makers, accounts payable staff, and anyone else your team communicates with. Contacts are managed on the client's own page.

1. Open the client record.
2. Click the **Contacts** tab.
3. Click **Add Contact**.
4. Enter the contact's name, email, phone number, and job title.
5. Click **Save**.

Contacts appear when you address emails, add notes, or link communication history to a specific person at the company.

## The client detail page

Every client has a detail page that consolidates everything related to that account. Use the tabs to navigate between sections:

<CardGroup cols={2}>
  <Card title="Overview" icon="building">
    Contact information, key account metrics, and a summary of recent activity across estimates, proposals, and invoices.
  </Card>

  <Card title="Contacts" icon="users">
    Everyone at this company you work with. Add, edit, or remove individual contacts here.
  </Card>

  <Card title="Work" icon="briefcase">
    All estimates, projects, and services attached to this client, with status and value at a glance.
  </Card>

  <Card title="Jobsites" icon="map-pin">
    Individual jobsite locations linked to this account. Useful for clients with multiple properties or work sites.
  </Card>

  <Card title="Documents" icon="file-text">
    Files associated with this client — specs, permits, photos, contracts, and anything else you've uploaded.
  </Card>

  <Card title="Emails" icon="mail">
    Messages linked to this client. Emails imported and reviewed through the communications inbox appear here.
  </Card>
</CardGroup>

## Searching and filtering

The clients list supports several ways to narrow your view:

* **Search** — Type in the search bar to find clients by name, email, or phone number.
* **Status filter** — Toggle between **Active** and **Inactive** clients.
* **Sort** — Sort by name, date created, or most recent activity.
* **Stage filter** — Filter by pipeline stage (Lead, Active, Won, Lost) to focus on specific parts of your sales process.

## Importing clients from CSV

If you have an existing client list in a spreadsheet, you can bring it in without manual re-entry.

1. On the Clients page, click **Import**.
2. Upload your `.xlsx` or `.csv` file. The file should include columns for name, email, phone, and address.
3. Map your spreadsheet columns to the correct fields.
4. Review the preview, then confirm the import.

<Note>
  For column formatting requirements and troubleshooting guidance, see [Importing Data](/getting-started/importing-data).
</Note>

## The client portal

The client portal is a secure, branded page where your clients review proposals, pay invoices (where online payments are enabled), and access shared documents — without needing a full account.

When you send a proposal, your client receives a share link. They can:

* View the full proposal with pricing and scope details.
* Accept the proposal in one click (with optional feedback notes).
* Decline and leave a reason so you have context to follow up.
* Pay invoices online where your organization has payments configured.
* View documents you've marked as portal-visible.

<Tip>
  When a client opens a proposal in the portal, you'll receive a notification in Contractor Co-Pilot. Use that signal to time your follow-up calls.
</Tip>

Accepted proposals automatically move the associated estimate to **Won** status — no manual status updates needed.

## Related pages

* [Communication](/clients/communication) — Centralize client emails and follow-ups.
* [Pipeline](/clients/pipeline) — Track leads through your sales pipeline.
* [Proposals](/sales/proposals) — Build and send proposals to clients.
* [Importing Data](/getting-started/importing-data) — Bring in existing client lists from spreadsheets.