Client management

Clients are part of every workspace — there is no module to turn on. A Clients entity sits alongside your existing contacts, companies, and deals: a Clients list and detail pages, a client-picker on deals, CSV import and export for clients, and the commission fields that key off a client’s rate. Agencies that sell their own work can simply leave Clients empty; deals work without a client.

Clients vs. companies vs. contacts

A company is an organization. A contact is a person. A client is a different thing: the record you track a commission relationship against — the principal your workspace is selling on behalf of. A client can optionally reference one company and any number of contacts, but it is its own record with its own detail page, not a view over either.

Commission pool basics

A client can carry a default commission rate. Link the client to a deal and NeoKivo derives a commission pool from the deal’s value at that rate — the starting point for external claims and your team’s agent splits. See commission splits on deals for the full model.

CSV import and export

Clients has its own row in the import wizard (Data → Import & export) and an Export clients button next to the contacts, companies, and deals exports. The commission-rate column on that export only appears — and only imports — for someone with the commission permission below; everyone else gets the rest of the client fields without it.

Permissions

• client.view — see clients
• client.edit — create and edit clients
• client.archive — archive and unarchive clients
• client.link — link and unlink clients on a deal
• client.commission_view — see a client’s commission rate and everything derived from it
• client.commission_edit — set a client’s rate and edit commission lines on a deal

These come from a member’s workspace role, same as every other permission — see roles and permissions for how roles assign them.