How to Manage Your Clients in Houzz Pro

Your client information — emails, phone numbers, addresses — is crucial to running projects smoothly. In Houzz Pro, we've made managing your client details simple, so that you can focus on the progression of the project and not worry about tracking down contact info.

To access all of your client info, click the Company icon in the left navigation, then click Clients from the menu.

On the Client page, you can view all clients, including those with projects, leads or neither. You'll see an overview of each client for quick access to most used details, like email and phone number. Use the search bar to easily find a client, or click the arrows next to Name, Company, Email or Date Added to sort by that column.

Filter Clients

If you only want to see clients with projects or client with leads, use the Clients filter at the top. Check the box next to the type you want to show in the list, then click Apply to filter the list. This filter will remain selected the next time you visit your Client page.

Tip: To see clients that were manually added or imported and have not yet been assigned to a project or lead, you need to have "Include clients with no activity" selected.

Edit Client Details

To view and edit a client's details, either click their name in the list, or use the three dots menu to the right of their info and select Edit.

Within their client information, you will see three tabs at the top. Under the Clients Details tab, you can add or change any existing contact details, addresses and internal notes. Make sure to click Save at the bottom to save any edits you make.

Under the Projects or Leads tabs, you can see any projects/leads the client is assigned to, as well as project status and whether the client dashboard has been shared or not. Click on a project name to open the project overview page. You can also create a new project/lead for the client by clicking Create Project (or Create Lead) and entering a project/lead name; the client details will be automatically filled in.

Delete Clients

You can delete a client by archiving them on the Clients page. Once a client is archived, their details will be hidden from the client list, but you can restore them at any time. Learn more in How to Delete a Client.

If you have duplicate client entries, you can archive the one that's not assigned to any project or lead — look for the one with zeroes in both the Projects and Leads columns.

Create New Clients

To create a new client, you can either manually enter the client's details or import an existing file that contains one or more clients.

Manually Add Client

On your Clients page, click Add Client in the top right. Fill in all the relevant client details in the pop up, then click save. Your new client will now appear in your client list.

Note that we don't allow duplicate client emails. You will see an error message if you try to add/import a client with same email as existing one.

Import Client List

To import a list of clients using an XLS, XLSX, or CSV file, click Import Client List under the Actions menu in the top right. Learn more about the process of uploading a client list in How to Import Your Clients.

Export Client List

You can easily export your client list to use in other tools, such as in MailChimp or another marketing platform. To do so, click on Actions in the top right and select Export Client List. Your list of clients, along with all of their details, will be exported as a .csv file.

Note: Only your current view will be included in the export. If you need to adjust which clients are included, use the Type and Clients filters at the top of the page.