How do I find and open my clients?
The Clients list has search and carrier/status filters, plus List and Pipeline views.
Steps
- In the Client & Business Tracker portal, click Clients (the list). Search by name, email, phone, or policy number.
- Filter by All Carriers and All Statuses; toggle List or Pipeline view.
- Pipeline view lets you drag clients between Active / Pending / Lapsed / Cancelled.
- Click a client to open their record; use Add Client for a new one and Export CSV to download the filtered list.
Non-admins see clients on their own team/downline.
Where this lives in the app
This is documentation for Virtual Closer. Book a walkthrough or sign in.