Client Management
The Clients section provides a centralized repository for managing client organizations, their contacts, and business details. All scoping sessions and engagements are linked to client records.
Client Records
Section titled “Client Records”Creating a Client
Section titled “Creating a Client”To create a new client:
- Navigate to Sales > Clients
- Click the New Client button
- Complete the client form with the following information:
Basic Information
Section titled “Basic Information”| Field | Description | Required |
|---|---|---|
| Name | Full legal name of the organization | Yes |
| Short Name | Abbreviated name for display | No |
| Website | Client’s website URL | No |
| Industry | Business sector/industry | No |
| Notes | Internal notes about the client | No |
Logo Management
Section titled “Logo Management”- Drag and drop an image file onto the upload area
- Click to browse and select a file
- Supported formats: PNG, JPG, SVG
- Logo preview displays after upload
- Click Clear to remove an uploaded logo
When a website URL is provided, SPEAR automatically attempts to fetch the client’s favicon as a logo suggestion.
Address Information
Section titled “Address Information”| Field | Description |
|---|---|
| Street Address | Primary street address |
| Address Line 2 | Suite, floor, or additional details |
| City | City name |
| State/Province | State, province, or region |
| Postal Code | ZIP or postal code |
| Country | Country name |
The address field includes autocomplete functionality for faster entry.
Editing Clients
Section titled “Editing Clients”- Click on a client row in the data table, or
- Click the Edit action from the row menu
The edit form opens with multiple tabs:
- Basic Info - Name, website, industry, notes
- Contacts - Point of contact management
- Address - Physical address details
- Sales - Sales-related settings and history
Deleting Clients
Section titled “Deleting Clients”- Click the Delete action from the row menu
- Confirm the deletion in the dialog
Deleting a client removes the record but does not automatically delete associated scoping sessions.
Contact Management (POCs)
Section titled “Contact Management (POCs)”Each client can have multiple Points of Contact (POCs) with one designated as primary.
Adding a Contact
Section titled “Adding a Contact”- Open the client edit form
- Navigate to the Contacts tab
- Click Add Contact
- Fill in the contact details:
| Field | Description | Required |
|---|---|---|
| Name | Contact’s full name | Yes |
| Email address | Yes | |
| Phone | Phone number | No |
| Title | Job title | No |
| Role | Contact type | Yes |
| Primary | Set as primary contact | No |
Contact Roles
Section titled “Contact Roles”Contacts are categorized by their role in the engagement:
| Role | Description |
|---|---|
| Technical | Technical stakeholder, receives technical details |
| Business | Business stakeholder, receives business communications |
| Executive | Executive sponsor or decision maker |
| Billing | Handles invoicing and payment |
Primary Contact
Section titled “Primary Contact”One contact can be designated as the Primary Contact. This contact:
- Appears in client list views
- Is the default recipient for communications
- Displays prominently in scoping sessions
To set a primary contact, toggle the Primary switch when adding or editing a contact.
Editing Contacts
Section titled “Editing Contacts”Click the Edit icon next to any contact to modify their information. Changes are saved when you save the client record.
Removing Contacts
Section titled “Removing Contacts”Click the Delete icon next to a contact to remove them. If the deleted contact was primary, you should designate a new primary contact.
Client Data Table
Section titled “Client Data Table”The clients list provides a searchable, sortable table view.
Table Columns
Section titled “Table Columns”| Column | Description |
|---|---|
| Logo | Client logo thumbnail |
| Name | Client organization name |
| Primary Contact | Name and email of primary POC |
| Website | Client website (linked) |
| Industry | Business sector |
| Status | Active/Inactive status |
Table Features
Section titled “Table Features”Search
Section titled “Search”Type in the search box to filter clients by name, primary contact, or website.
Sorting
Section titled “Sorting”Click column headers to sort ascending or descending.
Pagination
Section titled “Pagination”Use the pagination controls to navigate through large client lists. Adjust items per page as needed.
Row Selection
Section titled “Row Selection”Enable checkbox selection for bulk operations:
- Select individual rows
- Select all visible rows
- Perform bulk actions on selected clients
Row Actions
Section titled “Row Actions”Each row has an actions menu with:
- View - Open client details in read-only mode
- Edit - Open client edit form
- Delete - Remove client record
Client Details View
Section titled “Client Details View”The client details view provides a comprehensive overview:
Header Section
Section titled “Header Section”- Client logo (large)
- Client name and short name
- Website link
- Industry badge
Contact Section
Section titled “Contact Section”- List of all contacts with roles
- Primary contact highlighted
- Quick contact actions (email, phone)
Address Section
Section titled “Address Section”- Formatted address display
- Map link (if address is complete)
Activity Section
Section titled “Activity Section”- Recent scoping sessions
- Engagement history
- Notes and updates
Best Practices
Section titled “Best Practices”Naming Conventions
Section titled “Naming Conventions”- Use the official legal name for the Name field
- Use recognizable abbreviations for Short Name
- Ensure consistency across related records
Contact Management
Section titled “Contact Management”- Always designate a primary contact
- Keep contact information current
- Use appropriate roles for proper communication routing
Logo Guidelines
Section titled “Logo Guidelines”- Use high-quality logos (minimum 200x200 pixels)
- Prefer PNG format with transparent background
- Square or horizontal logos work best
Data Hygiene
Section titled “Data Hygiene”- Regularly review and update client information
- Mark inactive clients appropriately
- Remove duplicate records
Troubleshooting
Section titled “Troubleshooting”Logo Not Displaying
Section titled “Logo Not Displaying”- Verify the image format is supported (PNG, JPG, SVG)
- Check file size (maximum 5MB)
- Ensure the file uploaded successfully
Favicon Auto-Fetch Not Working
Section titled “Favicon Auto-Fetch Not Working”- Verify the website URL is correct and accessible
- Some websites block favicon requests
- Manually upload a logo if auto-fetch fails
Contacts Not Saving
Section titled “Contacts Not Saving”- Ensure all required fields are completed
- Verify email format is valid
- Check for duplicate email addresses