Businesses / Clients

Account control plane

Manage direct businesses and linked agency clients

Scan client health, billing state, lead activity, and which accounts are ready for audited pop-in access.

Jun 1 – Jul 1

Businesses3Visible direct and linked accounts

Agency clients2Partner-linked client businesses

Active subs2Businesses with active subscriptions

Pop-in ready2Audited client access available

Business health

3 visible

Business	Relationship	Status	Sub	Leads	Pop-in
Smith Plumbing Co.	Direct	healthy	active	16	Direct
Westside HVAC	Agency client	attention	trialing	0	Pop-in
North County Electric	Agency client	healthy	active	11	Pop-in