Your People
My Clients
My Clients is your portfolio overview — at a glance you can see who has open tasks, who you've spoken to recently, and who's gone quiet.
7 steps, in order
Every part of the screen, written out beside you — and the same guide as a PDF to keep.
Questions
What do the colours on the last-log label mean?+
Green means you logged recently, gold means it's been a few weeks, and terracotta means it's been a while — a quick prompt for who to reach back out to.
What counts as an interaction?+
Any meeting, call or note you've logged against the client. The "interactions logged" line tallies them so you can see how active the relationship is.
How do I add a new client?+
Clients are added through the app — for example when you create a client page or add one in the mobile app — and then appear in your portfolio here.
Why can't I edit a client from this list?+
This screen is your portfolio overview. Open a client to see their full profile, manage tasks, and generate reports.
RepBud is designed to assist, not replace, your professional judgement.