Clients & Leads
Track every company and person you do business with — active clients and leads alike — with full contact, billing, and portal access.
#The clients list
The Clients page is the single home for both active clients and leads. Use the filter tabs at the top — All, Clients, Leads — to narrow the view. Search filters in real time across names and emails, and pagination resets to page 1 whenever you change the filter or search term.
The table columns are:
- Client — avatar, name, and job title (for individuals)
- Contact — primary email and phone
- Type — Individual or Organization
- Status — Active for clients; for leads, one of New / Qualified / Won / Lost
- Created — date added
Click a row to open the detail page. The row menu (⋯) exposes View, Edit, and Delete.
#Add a client
Click Add Client on the top-right to open the create drawer. Unlike most other entities in SynqHub, clients use a right-side drawer (not a modal) because the form spans four tabs and several addresses.
Basic Info tab
| Field | Type | Description |
|---|---|---|
| name* | text | Company name (for Organization) or full name (for Individual). |
| email* | Primary email. Used for portal login if portal access is enabled. | |
| email2 | Optional secondary email. | |
| mobile | tel | Mobile phone number. |
| workPhone | tel | Work/office phone. |
| preferredCommunication | dropdown | Email, phone, SMS, or portal. |
| birthday | date | Optional — used for reminders. |
| jobTitle | text | Shown on the detail header for Individuals. |
| type | dropdown | Individual or Organization. |
| isLead | checkbox | Tick to track this record as a lead. Reveals the Lead Details tab. |
Lead Details tab (only if isLead = true)
| Field | Type | Description |
|---|---|---|
| leadSource | dropdown | Website, referral, partner, event, cold outreach, etc. |
| leadStatus | dropdown | New, Qualified, Won, or Lost. Qualified leads that close convert to Clients. |
Company tab
| Field | Type | Description |
|---|---|---|
| industry | text | Free-text industry tag. |
| businessType | text | Pty Ltd, LLC, Sole Trader, etc. |
| businessRegistration | text | ABN, EIN, VAT number — whatever applies. |
Addresses tab
Billing address and shipping address are captured as separate blocks, each with line1 (required), line2, city, state, country, and postcode. Tick “Same as billing” to copy the billing address into shipping.
#Leads vs clients
A lead and a client share the same underlying record — the only difference is the isLead flag and the available tabs. While isLead is true:
- The Invoices, Payments, Projects, and Portal Access tabs on the detail page are disabled.
- The Lead Details tab is visible.
- The record is counted in the Leads tab on the list page.
To convert a lead, edit it and uncheck isLead. The financial and project tabs become active immediately.
#Client detail view
Clicking a client opens a full detail page with a header (name, type badge, status badge, contact info) and a set of tabs:
- Overview — every field you captured, plus a contact card.
- Invoices — every invoice for this client with amount, status, due date. New Invoice scopes the modal to this client automatically.
- Payments — payments received. Record Payment opens the payment modal with the client pre-selected.
- Projects — associated projects with status and dates. New Project pre-links the client.
- Documents — the shared document manager. Files you upload here are also visible in the client’s portal if portal access is enabled.
- Portal Access — toggle the portal on/off for this client (see below).
- Password — set or reset the portal login password.
#Portal access
Every active client can optionally get their own login to a branded portal. To enable it:
- Open the client detail → Portal Access tab.
- Toggle Enable portal. The client’s primary email becomes their login.
- Switch to the Password tab to set an initial password, or leave it blank and use Send reset link to let them set their own.
Once enabled, the client signs in at app.synqhub.com/portal/login. What they see is covered in Client Portal.
isLead).