Admin operating model

When to use this

Use this when you are orienting an admin, reviewing the daily operating rhythm, or deciding which Klienta surface owns a piece of work.

Klienta coordinates sales work by assigning customer-facing work to employees and recording CRM-relevant communication evidence. Admins keep the system useful by making setup, imports, assignment, and cleanup explicit.

Before you start

• Confirm you are using an admin account.
• Know which team members should own sales work.
• Know whether your current work started from an import, an email capture, a call capture, or manual sales activity.

Steps

1. Review setup health in Email Setup before asking employees to rely on captured email.
2. Review imported contacts and companies before assigning work.
3. Use Allocation Cleanup to group imported contacts by their source allocation hints.
4. Assign contactable imported contacts to employees intentionally.
5. Use Pipeline and Offers to monitor active sales motion.
6. Use Communications only when captured CRM evidence needs reconciliation or review.

What happens next

Employees should have clear assigned contacts, active pipeline items, and captured evidence attached to CRM contexts instead of private notes or disconnected inbox history.

Troubleshooting

• If work is missing from an employee view, check whether the contact is assigned.
• If email evidence is missing, check Email Setup and Dropbox Acknowledgements.
• If imported data looks incomplete, review the import batch before assigning work.

Related articles

• Email capture overview
• Highrise imports
• Assign imported contacts