Your Client List

Connection States

Each client row carries a state badge:

• Connected — the client accepted your connection invitation; the link is active. Data-sharing is a separate consent the client controls scope by scope (see What "Connected" Means).
• Pending — you sent an invitation; the client hasn't accepted or declined yet.
• Seated — you're paying for the client's Builder Pro access. Seated and Connected are independent — a client can be Seated without you having data-sharing on every category.
• Not Invited — the client lives in your CRM (manually added or CSV-imported) but you haven't sent an invitation. No account, no pending invite — just a CRM record.

Both Connected and Seated badges can appear on the same row when they apply.

Adding a Client

Click Add Client to open a dialog with two CTAs:

1. Invite directly to a seat — for clients you're ready to put on Builder Pro now. Optionally override the default seat expiration just for this invitation.
2. Add to CRM, invite later — for contacts you want to track before reaching out. They land as Not Invited.

Filtering Your Client List

The Active, Inactive, and Lost controls show the number of clients in each lifecycle state. Search stays visible. For agencies, Advisor also stays in the toolbar so team members can switch between their book, the agency book, unassigned clients, or a specific advisor. Choose Filters for the less-frequent filters:

Filters stack, and only applied filters remain visible as chips below the toolbar. Clear one chip or use Clear all to return to the lifecycle view.

The Prospects page uses the same compact roster layout. Because every row is already a prospect, it omits the client lifecycle control while keeping search, the agency Advisor selector, Filters, and contextual page and row actions in the same locations.

Sorting

Click any column header to sort. Useful sorts:

• Client — alphabetical by last name
• Relationship — lifecycle status
• Follow-up — recorded touchpoint timing

The default table keeps Client, Relationship, and Follow-up visible. Temperature, cadence, and flags are optional columns under the page's three-dot menu.

Searching

The live search bar matches first and last names. Results update as you type.

Quick Actions from the List

Each row has a quick-action menu (three dots):

• Create a pipeline deal
• Assign an advisor when an agency client is unassigned
• Select the client for a bulk paid-seat action

Open a client by clicking their name. Choose Select clients for paid seats from the page's three-dot menu when you want persistent checkboxes. After selecting clients, Provide paid seats opens a review step where you choose invite order and can add one optional message included in every invite email. Already seated or invited clients and clients without a valid email are skipped with a reason. The same page menu holds Import CSV, Export CSV, board view, and optional columns.

CSV Export

Export the client roster to CSV from the page's three-dot menu. Search plus lifecycle, source, cadence, temperature, last-touched, link, advisor, and import filters carry into the export.

Policy Stack is a tracking and visualization tool. It does not provide financial advice, recommendations, or opinions on what you should do with your banking system.

Policy Stack is independent of and is not affiliated with, sponsored by, or endorsed by Infinite Banking Concepts, LLC or the Nelson Nash Institute.