Clients

Clients is where you look up customer records, review Spark signals, and decide who needs follow-up.

Use Clients when you need to

• Find a specific client by name or email.
• Filter clients by segment, value tier, health, or booking state.
• Export the current client list.
• Review lifecycle goals, profile labels, and Spark activity.
• Start follow-up from the client record.
• Pause or resume automated outreach for one client.

Common tasks

Find the right client

1. Open Clients.
2. Search by name or email.
3. Add filters when you need a focused working list.
4. Expand the row if you need quick details without leaving the list.
5. Open the full profile when you need deeper context.

Review the full profile

1. Open the client profile.
2. Review contact details, visit history, status, and value metrics.
3. Check Spark Intelligence for lifecycle goals, motivation, profile labels, and the next planned step.
4. Review recent Spark activity and attempts before taking action.

Follow up from the record

1. Open the client profile.
2. Review current conversations and recent history.
3. Start a new conversation or open an existing thread.
4. Keep the outreach connected to the client record.

Start here

• Read Read client profiles if you are unsure how to interpret the list or profile data.
• Read Use conversations and history when you need to contact a client or check past conversations.