Clients and your company's public page

This article gives an overview of the client list and your company's public page. Workspaces include a shared client list (CRM), and each company has one public page where customers find you, message you and place orders or bookings.

The client list shows who your clients are, how to reach them and where each relationship stands. Only your team can see it. Client records are created automatically when a customer messages your page or places an order. You can also add clients yourself.

The public page is shared by the whole company. Customers see your published page and their own orders with you.

From the client list you can also manage deals and invoices.