The Clients page is where you manage companies and organizations. Each company can have multiple contacts (leads) and deals linked to it.Documentation Index
Fetch the complete documentation index at: https://docs.astradial.com/llms.txt
Use this file to discover all available pages before exploring further.
View your clients
Go to Clients in the sidebar under Mini CRM. At the top, four stat cards show:- Companies — Total number of companies
- Contacts — Total number of contacts across all companies
- Open Deals — Deals that are not yet won or lost
- Pipeline Value — Total value of open deals in INR
Add a company
Fill in the details
| Field | Required | Description |
|---|---|---|
| Name | Yes | Company name |
| Industry | No | e.g., Healthcare, Technology |
| Size | No | 1-10, 11-50, 51-200, 201-500, or 500+ |
| Phone | No | Company phone number |
| No | Company email | |
| Website | No | Company website URL |
| Address | No | Physical address (multiline) |
| Notes | No | Any additional notes |
View company details
Click on any company row to open a detail panel on the right side showing:- Contact information — Industry, size, phone, email, website, address
- Notes — Any notes you added
- Linked contacts — People at this company
- Recent activity — The last 20 activities (notes, calls, meetings, etc.)
Assign a company to a team member
- Click the three-dot menu on a company row
- Click Assign
- Select a team member from the dropdown (or choose “Unassigned”)
- The assignment is saved immediately
Edit and delete
- Edit — Click the three-dot menu → Edit, update any field, then click Update
- Delete — Click the three-dot menu → Delete