Create your first client

Name a client so Salfio can start linking communications and generating insights.

A client in Salfio is the account (company, contact group, or deal) you want tracked. Communications and activities attach to clients automatically based on participant matching.

1. From the dashboard, click New client.
2. Enter:
   • Name — how the client appears in the app
   • Domain (optional, but recommended) — email domains belonging to this client. Emails from these domains auto-link to the client on the next sync tick.
   • Known participants (optional) — specific email addresses to associate with this client, including personal domains (e.g. a founder's Gmail).
3. Save. The client lands on your dashboard immediately.

• If you added domains/participants, the next sync cycle links existing communications to the new client retroactively.
• The first time enough activity has landed, Salfio generates client insights: concerns, friction risks, and suggested next steps. Insights refresh on a schedule; see the activity timeline for the latest summary.

The bar under a client's name keeps their key facts always in view: the Overview health pill (see Customer Overview), account managers, status (Prospect / Active / Churned), annual revenue, labels, and the activity-assignment criteria.

Click any pill to change it in place — every edit saves immediately, so there is no edit mode and no Save button. Labels can be created on the fly by typing a new name and pressing Enter. Deleting a client lives behind the ⋯ menu at the end of the bar and always asks for confirmation first.

The Clients page lists your portfolio. By default it shows clients with status Prospect or Active — churned clients are hidden so your daily working view stays focused.

• Adjust for the session — change the Status, Account Manager, or Labels filter (or any other filter) freely; your changes last until you leave the page and are not remembered.
• Rows per page — pick 20, 50, 100, or 200 rows from the selector below the table to see more of your portfolio at once. Like filters, the choice lasts for the session unless you save it.
• Save as default — click Save as default in the filter bar to make your current Status, Account Manager, and Labels selections and rows-per-page the view you land on every time you open the Clients page — for example "Active clients managed by me". The default is personal to you; clearing every status and saving makes "show all statuses" your default. An account manager or label that is later removed simply stops being applied.

• Open the client dashboard — all linked communications appear on the activity timeline
• Mark communications with custom labels (future)
• Use the Public API to sync client state into an external system (partner CRM, spreadsheet, MCP server)