Clients are the foundation of everything in Cone. Every proposal, invoice, project, and file is linked to a client record. This article covers how to create and manage your client list.

The clients list

Go to Client management → Clients to see all your clients in one place. The list shows each client's name, alias, linked contacts, type, primary contact, and email.

Use the tabs to filter by All, Prospects (no signed proposal yet), or Customers (at least one signed proposal). Use the search and filter icons to find specific clients.

Create a client

Click Create client in the top right. Fill in the details:

• Client name — the trading or legal name used on proposals and invoices
• Client type — Individual or Business
• Email address — used for proposals, invoices, and portal invitations
• Billing address — appears on invoices
• Tax number (optional) — e.g. company number, ABN, VAT registration

Click Create to save. The client record opens immediately.

Client row actions

Hover over any client row to reveal quick actions.

• Pencil icon — edit the client details inline
• Three-dot menu — access additional options: archive, delete, manage portal access

Inside the client record

Click on any client to open their full record. Each client has dedicated tabs:

• Overview — key details, assigned team members, and recent activity
• Proposals — all proposals sent to this client
• Billing — invoices, recurring schedules, and payment history
• Files — documents shared with or received from this client
• Forms — forms sent and submitted by this client
• Chat — messages between your team and this client
• Notes — internal notes visible only to your team
• Projects — active and completed projects for this client

Import clients

If you use Xero or QuickBooks Online, you can import your existing contacts directly. Go to Settings → Integrations, connect your accounting software, then click Import on the Clients page. Cone creates a linked client record for each contact and syncs invoices back automatically.