Clients

Find and organize clients

This guide explains how to find and organize clients and how to check the result before you finish.

Reviewed by LocalCMO Editorial Team Last reviewed September 15, 2026

Before you start

You can open Clients.
You know the client account you want to add or update.
You have access to the client name, ownership, billing source, and workspace details.

Steps

Choose the right scope
Open Clients and select the client account you want to add or update.
Confirm what the page is showing
Check the client name, ownership, billing source, and workspace details. Make sure the scope and date match the question you are trying to answer.
Find and organize clients
Turn a long account list into a repeatable working view for the team.
Open the supporting detail
Confirm that the change affects only the intended client workspace.
Record the next action
The client record is easy to find and is connected to the correct locations and account settings. Save or assign the next step instead of treating the summary as proof that work is complete.

EXPECTED RESULT

What you should see when you finish

The client record is easy to find and is connected to the correct locations and account settings.
The page shows the client or location you intended to change or review.
Any approval, publishing, or follow-up status is recorded separately from the draft.

If something does not look right

The option or data is missing

Check the selected scope, date range, account connection, and your permissions. Client records depend on your workspace permissions and on the source used to create or import them.

The result does not match the source

Return to Clients, confirm the source and checked date, then repeat the task with the same scope. Do not replace a missing value with zero or assume a submitted change is already live.