---
title: Manage clients and deals
description: "Add leads, track them on a board, and open full client profiles."
canonical_url: https://housingstreet.com/help/crm/managing-clients
md_url: https://housingstreet.com/help/crm/managing-clients.md
last_updated: 2026-07-13
status: ga
relatedRoutes: ["/clients","/clients/new"]
---

## What this is [#what-this-is]

A **client** (or lead) is someone interested in buying, selling, or renting.

The **pipeline** is a board with columns like New, Contacted, and Closed. Each card is one deal moving toward a sale.

<UiPath path="Sidebar → CRM → Clients" />

<DocScreenshot src="/help-media/crm/pipeline-kanban.png" alt="Kanban board with deal cards in pipeline stage columns" caption="Your deal board" />

<DocScreenshot src="/help-media/crm/lead-detail.png" alt="Client profile with contact info, pipeline stage, notes, and activity timeline" caption="One client, full story" />

<DocGif src="/help-media/crm/move-deal.gif" alt="Dragging a deal card from New column to Qualified column" transcript="1. Open CRM → Clients. 2. Click Board view. 3. Grab a card in the New column. 4. Drag it to Qualified. 5. The card stays in the new column. The stage updates on the profile too." caption="Move a deal forward" />

## Steps [#steps]

<Steps>
  <Step title="Open clients">
    Click **CRM → Clients** in the sidebar.
  </Step>

  <Step title="Add a new client">
    Click **New**. Type name, phone, and email. Pick a source (website, referral, etc.). Save.
  </Step>

  <Step title="Switch to board view">
    Click **Board** at the top. Find your new client as a card in the first column.
  </Step>

  <Step title="Move the deal">
    Drag the card to the next column when you make progress — or open the profile and change **Stage** from the dropdown.
  </Step>

  <Step title="Log activity">
    On the client profile, add a note or task so your team knows what happened last.
  </Step>
</Steps>

## Expected result [#expected-result]

Every lead has a profile and a stage on the board. You always know who to call next.

<RelatedAdminLink href="/clients" label="Open clients" />