Clients - Revont

Clients is the customer-account workspace. The page includes summary information, a searchable data grid, and a client detail route.

Find a client

Use the search and data-grid controls to narrow the list. The grid supports sorting and field filters, and the page can switch between its available list and card presentations. Select a row to open the client detail page. Use the row actions to edit a client or move it to the deleted view when your permissions allow it.

Create and restore

Admins or users with the required write permission can use the page action to create a client. Deleted clients are separated into a Deleted view and can be restored by an eligible user. Client selectors appear in Communications Hub, Actions, Deals, and Contacts. Choosing a client usually narrows the related deal choices shown by that page.