> ## Documentation Index
> Fetch the complete documentation index at: https://docs.isptriage.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Clients & leads

> Customer records, leads, and inventory

## Clients (billing accounts)

A **client** is the central record for a subscriber or business customer.

### Client record includes

* Contact name, email, phone
* Service and billing addresses
* Linked portal user (optional)
* Billing profile and active services
* Invoices, payments, tickets (tabs or linked pages)
* RADIUS user linkage and network context where provisioned

### Common tasks

<Steps>
  <Step title="Create client">
    Billing → Clients → Add. Enter minimum contact and address fields.
  </Step>

  <Step title="Assign services">
    Add service templates with start date and pricing overrides if needed.
  </Step>

  <Step title="Enable portal access">
    Create or link a user with **client** role and same company.
  </Step>

  <Step title="Provision network">
    Create RADIUS user, PPPoE secret, or queue from integrated workflows.
  </Step>
</Steps>

### Search and open

Use **Search** or Billing → Clients filter to find by name, email, phone, or account ID.

## Leads

**Leads** (when enabled) tracks prospects before conversion to paying clients.

Typical flow:

1. Capture lead from sales or web form
2. Qualify and assign
3. Convert to **client** when they sign up—carry over address and notes where supported

## Inventory

**Inventory items** (when enabled) supports tracking CPE, routers, and stock used on installs. Link items to truck rolls or projects as your process requires.

<Info>
  Leads and inventory availability depends on company configuration. If you do not see these menus, they may be disabled for your deployment.
</Info>

## CRM import

Bulk customer data can be imported from external systems under **Company → Preferences → Import**. See [CRM import](/company/crm-import) for supported providers and run steps.