This article gives a quick orientation to the Clients dashboard. The dashboard mechanics work the same as the Shipments dashboard, so this article cross-links to those for the underlying how-to.
Where client records come from: Clients aren't created from this dashboard — they're set up by our Accounting Team after you submit a credit application through the help desk.
See Setting up clients for the full request workflow.
The Clients dashboard lists every client assigned to you. Default columns include:
ID — polt.ai client ID
Name — client business name
Lead status — Customer, In negotiation, Prospect, etc. See Understanding client lead, credit, and NOA statuses.
Primary contact — the client's main point of contact
Phone number
Email
Address
Created at and Updated at
At the top of the Clients dashboard there is a Check availability field with a Check button. Use this to confirm whether a customer already exists in polt.ai before submitting a new-client setup request — it prevents duplicate records and tells you whether you can route directly to an existing client.
Common ways reps use the dashboard:
Find a client by name or ID — type into the search and filter bar at the top
Filter by lead status — find all active Customers, or all clients In negotiation
Filter by sales representative — narrow to clients on your book
Filter mechanics work the same as on the Shipments dashboard.
See Searching and filtering shipments (same approach applies to clients).
Same mechanics as Shipments:
From the dashboard, click into any client to:
Read their credit balance and limit before booking a new shipment
Find a contact's phone number or email
Review their default freight requirements and reference numbers
View every shipment booked for this client
Pull a historical document (rate confirmation, BOL) from a past shipment