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Clients
Homebuyers and commercial clients
Total clients
—
individuals + businesses
Active clients
—
with one or more active projects
Active projects
—
across all clients
YTD revenue
—
completed projects this year
| Client | Contact | Active projects | Lifetime value derived | Portal last seen | Actions |
|---|
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New client
Add a client record. Optionally invite them to the client portal.
Edit basics
Update the client's core contact details.