Clients & Leads

Clients

Clients are the businesses or people you work for. Every project, invoice, quote, and message in CoPortal lives under a client record.

Adding a client

Go to Clients in the sidebar and click New client. Fill in:

Name *The business or individual's name. This appears on invoices, quotes, and in their portal.

Email *Used for portal invites, invoice emails, and payment receipts.

CompanyShown on invoice PDFs alongside the name if different.

PhoneOptional. Stored for reference.

NotesInternal notes — only your team can see these.

Tip: The client's name appears on all invoice PDFs. Use the legal business name rather than a nickname.

Client contacts

A single client record can have multiple contacts — for example, a finance contact for invoices and a project manager for day-to-day work. Inside any client, click + Add contact.

Each contact has their own name and email. You can invite any contact to the client portal independently — they'll see the same projects and invoices as the main client.

Inviting clients to their portal

Click Invite to portal on any client record. CoPortal sends a branded email with the portal URL. They enter their email, receive a one-time login code, and on first access create their own PIN for invoice and quote approvals.

•The portal URL stays the same, so clients can return from a new tab or device by signing in again with email OTP.
•Clients land on their personal dashboard showing projects, invoices, and pending quotes.
•They can sign quotes, view invoice PDFs, and pay online (if Paystack is configured).
•Message threads appear in their portal — they can reply directly from there.

Note: Inviting a client to the portal does not give them access to your CoPortal workspace — they only see their own data through the branded portal URL.

Client overview page

Clicking any client shows you:

•Active projects — all projects linked to this client
•Invoices — total invoiced, amount outstanding, payment history
•Quotes — sent proposals and their status
•Contacts — all contacts and their portal access status
•Notes — internal notes visible only to your team

Archiving clients

Clients you're no longer actively working with can be archived. Archived clients are hidden from the main list but all their data — projects, invoices, and history — is preserved. Unarchive at any time from the archived clients filter.

Workflow example: onboarding a new client

1A new client signs or is referred — create their record under Clients with name, email, and company.

2Send them a quote from Quotes. When they accept, CoPortal auto-creates a project.

3Invite them to their client portal so they can track progress and view invoices.

4Use message threads inside the project to communicate — all messages appear in their portal.

Client portal →Leads & pipeline →Quotes →