How do I view and search my clients?

Last updated: February 10, 2026

Answer

Go to Clients in the left sidebar to see all your clients. Use the search bar at the top to find a specific client by name.

Steps

  1. Click Clients in the left sidebar
  2. Browse the client list, which shows each client's name, email, and phone number
  3. To find a specific client, type their name in the "Search for a client" bar at the top
  4. Click on any client to open their profile

Good to know

  • Clients synced from your CRM show a CRM badge (e.g., Salesforce cloud icon) next to their name.
  • The client list shows: Name, Contact info (email and phone).
  • Each client profile has two tabs: Conversations with client and Ask Focal.

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