Clients

📋

The Clients List

Statuses, quick filters, market filter, sortable columns, search and bulk actions

Everyone

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➕

Create a New Client

The creation form: service, value, team, referral, trial — and a contract signature that creates the client on its own

Everyone

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✏️

Edit or Delete a Client

Edit data, critical contract fields and the impact confirmation

Everyone

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📇

The Client Detail Page

Header, Contracts card with the opening history and tabs (Overview, Payments, Commissions, Notes, History, Timeline, Results, Logs)

Everyone

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🧪

Managing the Trial Period

Activate campaigns, fix the date, complete or fail the trial, outcome history

Everyone

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🎯

Counting Trial Goals (events webhook)

Connect the trial events webhook, set the target and the window, and let the trial close itself

Admin

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⏸️

Pausing a Contract

The two pause types (extension and shift) and their effects

Everyone

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📜

Client Activity Log

The Logs tab: event history, contracts sent for signature, filters and who did what

Everyone

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🕒

The Client Timeline and Events from Your CRM

The Timeline tab, what it records on its own (contracts sent for signature and each of their openings included), and how to bring in your CRM events with a webhook

Admin

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📊

The Results tab

The client's GoHighLevel numbers in their page: period and comparison, chart, what each appointment number counts, since the start, daily history, Refresh, Details and CSV export, why a number can differ from GHL

Everyone

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✍️

Creating a Client from a Signed Contract

The webhook that brings a just-signed contract into SalesControl, with its service and instalments

Admin

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🔔

Client Reminders

Create a reminder, choose the recipients and the push and email channels

Everyone

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👥

Assigning Multiple Project Managers

Assign several PMs to a client and each one's commission

Admin

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🤝

Referral: Client Introduced by Another

Link a client to who referred them and how the referral credit accrues

Everyone

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💶

Custom Pricing

Set a value different from the service list price (with permission)

Everyone

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👤

Create and Manage Clients (Salesperson View)

The clients list and creation from the Setter and Closer point of view

Sales

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