Clients

In NMC, you create a separate Business for each client whose tracking, leads, and integrations you manage. Your agency account owns those businesses and pays for their tracking numbers and usage from one shared account balance.

Using the clients table

On Clients, pick a date range at the top right, use Search clients to find a business by name, or choose Filter to narrow the list to Active or Paused clients or filter the numbers to a single channel.

Click any column heading to sort:

• Client sorts alphabetically by business name.
• Number and money columns sort from highest to lowest. Because each business keeps its own business currency, sorting a money column orders rows by the numeric amount without converting between currencies.

Status shows whether each client’s tracking is Active or Paused. If a client business has any active problems, Status highlights the most serious one instead (for example, Warning · No website visits tracked since Oct 14 · 3 problems). Click Needs attention above the table (which shows how many clients currently have problems) to filter down to just those businesses, then open a business to see all of its problems at the top of its Overview. Account-wide problems (such as your plan or shared balance) appear at the very top of the Clients page.

Lead counts in the table work the same way as on each business’s Overview: they count New leads created during the selected dates and reflect each lead’s latest stage. If a lead arrived last week and your client marks it Qualified or Converted today, last week’s Qualified or Converted count updates to match.

Beneath each metric, you’ll see the change from that client’s previous period:

• Most columns show a percentage change, while Converted shows the change in lead count. Hover over any change to see the exact comparison dates.
• A dash (—) means no comparison period applies (for example, when your selected dates include today).
• When only some Converted leads have a dollar value entered, Converted value notes how many are valued (such as “7 of 9 valued”). If none of a client’s Converted leads have a value entered, Converted value shows a dash instead of $0 and sorts last.

Each business uses its own business timezone and business currency. Keep in mind that spend and cost columns on Clients cover Google Ads only: Google Ads spend excludes Local Services Ads (which appears on each client’s own Overview), and Cost per lead and Cost per Qualified lead divide Google Ads spend by Google Ads leads rather than all leads across every channel.

Reviewing a client’s business

Click any client row to open that business’s Overview and Inbox. Always check for active problems at the top before assuming a quiet stretch means their campaigns slowed down. See Overview for details on how every metric and date preset works.

Inviting your client

Use Client access to invite the person on your client’s team who follows up on calls and forms. Agree upfront on what counts as Qualified and Converted for their business, and send them the invited client guide.

Note that Client access doesn’t transfer ownership of the business: invited clients can’t view or change your billing, tracking sources, or integrations, and inviting a client never creates a separate billed account.