The Clients page is where you manage the companies you work with (your clients or prospects) and the people you know there. It has two tabs: Companies and People.
Where to find it
In the sidebar, go to Relations → Clients.
The Companies tab
The Companies tab lists all your client companies with these columns: Company Name, Website, Industry, Contacts, Deals, and Created.
To add a company:
Click Add Company.
Fill in the Company Name, and optionally the Website and Industry.
Click Add Company to save.
You can edit Company Name, Website, and Industry directly in the table — click a cell, type the new value, and press Enter.
💡 Tip: Use the small + button in the Contacts column to link a person to that company without leaving the table.
The People tab
The People tab lists your leads and prospect contacts. It works exactly like the Candidates table: server-side sorting and pagination, per-column search, clickable Campaigns badges, and an editable Pipeline status badge on every row.
To add a contact:
Click Add Contact.
Search for an existing profile by name, email, or LinkedIn URL and select it — or click Create New Profile and fill in the First name, Last name, and optional Email, Phone, and LinkedIn URL.
The person is added as a lead.
The company detail page
Click the building icon next to a company's name to open its detail page. It contains:
Company Information — click any field (Company Name, Website, Industry) to edit it inline.
Contacts — everyone linked to this company, with their pipeline status badge. Click a person to open their profile, or click Add Contact to link someone new.
Deals — all deals connected to this company, with status and expected revenue. Click a deal to open it.
Todos — tasks related to this company, with titles and due dates.
Notes — free-form notes about the company, with author and timestamp. Notes can be edited or deleted.
Activity Timeline — a combined history of activity for the company and all of its linked contacts. Use Load more to go further back.
Linking candidates and deals to a company
People: use Add Contact on the company detail page (or the + in the Companies table) to search for an existing profile or create a new one. The person becomes a contact of that company.
Deals: deals are created on the Pipeline page. When creating or editing a deal, choose Prospect under Link to, then select the Company and a Contact person at that company. The deal then appears automatically on the company's detail page.
FAQ
What's the difference between the People tab and Candidates? Candidates are people you're placing (recruitment side); People on the Clients page are your business contacts and leads (client side). One profile can be both — it will then appear in both places.
Can I delete a company? Companies can't be deleted from the table at the moment. You can edit their details inline or via the detail page.