Client List Overview

The client list is your command center for managing all Google Ads accounts. This guide goes deep into every feature, action, and workflow available from the client list page - helping you manage 5, 10, or 50+ clients efficiently.

What You'll Learn

Time needed: 15 minutes to read

Client List Anatomy

The client list has five main areas:

1. Top Navigation Bar

Left side:

Right side:

[Screenshot: Top navigation bar with all elements labeled] Navigation gives you quick access to all major sections

2. Summary Cards

Four cards showing aggregate metrics:

Total Clients - Count of all managed accounts Active Syncs - Currently running sync operations Total Spend - Combined spend (last 30 days) Active Alerts - Unresolved AI recommendations

[Screenshot: All four summary cards] Summary cards give you instant portfolio-wide visibility

3. Bulk Actions Toolbar

Appears when you select clients using checkboxes:

Select All - Check all clients on current page Sync Selected - Run Smart Sync on all selected Delete Selected - Remove multiple clients at once Clear Selection - Deselect all

[Screenshot: Bulk actions toolbar when clients are selected] Bulk operations save massive amounts of time

4. Client Table

Main list showing all clients with columns:

5. Pagination Controls

Bottom of table:

[Screenshot: Full client list page with all five areas labeled] Understanding the layout helps you work faster

Actions Menu Deep Dive

Click the three-dot menu (⋮) next to any client to reveal all available actions.

View Details

What it does: Opens client detail page

Shortcut: Click client name directly

When to use:

What you'll see: 6-tab interface with Overview, Campaigns, Ad Groups, Keywords, AI Chat, Settings

[Screenshot: Client details page] Detailed view shows everything for one account

Smart Sync

What it does: Pulls new data since last sync (2-4 minutes)

How it works:

  1. Calculates date range based on last sync
  2. Pulls only new data from Google Ads
  3. Updates campaigns, keywords, ads, performance
  4. Triggers AI analysis
  5. Generates new alerts if issues found

When to use:

Status updates:

[Screenshot: Smart Sync progress in client list] Watch sync progress without leaving the page

Pro Tip: Smart Sync is smart - it only pulls what's new. Use this 99% of the time.

Full Sync (30 Days)

What it does: Re-syncs last 30 days of data (5-15 minutes)

How it differs from Smart Sync:

When to use:

When NOT to use:

Warning: Full Sync uses 10-20x more API quota than Smart Sync. Use sparingly.

[Screenshot: Actions menu showing both Smart Sync and Full Sync] Full Sync is for special cases only

Edit Client Info

What it does: Opens modal to update client details

Editable fields:

Basic Info:

Business Context:

Sync Settings:

[Screenshot: Edit Client modal with all fields] Update client info without leaving the list

When to use:

Pro Tip: Add detailed business context for better AI recommendations. The more the AI knows, the smarter its suggestions.

Purge Data

What it does: Deletes all synced data but keeps client entry

Use cases:

What gets deleted:

What stays:

After purging:

[Screenshot: Purge Data confirmation dialog] Purging is permanent - use carefully

Warning: This cannot be undone. Only purge if you're certain.

Delete Client

What it does: Permanently removes client and all data

What gets deleted:

When to use:

Process:

  1. Click Delete Client
  2. Confirmation dialog appears
  3. Type client name to confirm
  4. Click "Permanently Delete"

[Screenshot: Delete confirmation requiring client name] Requires typing client name to prevent accidents

Alternative: If you might need the client later, disable auto-sync instead of deleting.

Bulk Operations

Select multiple clients to perform actions on all of them at once.

Selecting Clients

Method 1: Individual checkboxes

Method 2: Select All

Method 3: Shift+Click

[Screenshot: Multiple clients selected with checkboxes] Select specific clients or all at once

Bulk Sync

When you've selected clients:

  1. Bulk actions toolbar appears at top
  2. Click "Sync Selected"
  3. All selected clients queue for sync
  4. System processes 5 at a time (concurrent limit)
  5. Remaining clients wait in queue

Status indicators:

When to use:

Example workflow:

  1. Filter to clients with stale data (Last Sync = red)
  2. Select All
  3. Bulk Sync
  4. Go get coffee while they sync

[Screenshot: Bulk sync showing mix of syncing and queued clients] Bulk sync processes multiple clients automatically

Bulk Delete

What it does: Deletes multiple clients at once

Process:

  1. Select clients to delete
  2. Click "Delete Selected"
  3. Confirmation dialog lists all clients
  4. Type "DELETE" to confirm
  5. All selected clients permanently removed

When to use:

Warning: This deletes EVERYTHING for selected clients. Cannot be undone.

[Screenshot: Bulk delete confirmation showing list of clients] Review the list carefully before confirming

Client Health Indicators

Quickly assess client health by reading visual cues.

Last Sync Color Coding

🟢 Green - Fresh data

🟡 Yellow - Slightly stale

🔴 Red - Very stale

Never - Never synced

[Screenshot: Client list showing all four freshness indicators] Color coding helps you spot stale data instantly

Status Indicators

✅ Active (green)

🔄 Syncing (blue)

❌ Failed (red)

⏸️ Paused (gray)

[Screenshot: Status column showing all four states] Status tells you which clients need attention

Alert Severity Badges

🔴 Red badge - Critical issues

🟡 Yellow badge - Important

🟢 Green badge - Minor suggestions

- No badge - No alerts

[Screenshot: Alerts column with different colored badges] Badge color indicates urgency

Filtering and Sorting

Filter by Status

Click Status filter dropdown:

Filter options:

Use cases:

Show only failed syncs:

Hide paused clients:

Show everything:

[Screenshot: Status filter dropdown with checkboxes] Filter to focus on specific client groups

Sort Columns

Click any column header to sort:

Click once: Ascending (A→Z, 0→9, oldest→newest) Click twice: Descending (Z→A, 9→0, newest→oldest) Click third time: Remove sort (back to default)

Useful sorts:

By Last Sync (oldest first):

By Alerts (highest first):

By Client Name (A→Z):

By Synced Days (lowest first):

[Screenshot: Column headers with sort arrows] Click headers to reorder the table

Search

Search box in top right searches across:

Search tips:

Partial matches work:

Case insensitive:

Clears filters:

Example searches:

[Screenshot: Search results showing filtered clients] Search across multiple fields simultaneously

Pagination and Performance

Items Per Page

Selector at bottom of table:

Recommendations:

5-20 clients total: Use 50 items per page

20-50 clients: Use 25 items per page

50+ clients: Use 10-25 items per page

[Screenshot: Items per page selector] Choose based on total client count

Performance Tips

For large client lists (30+ clients):

Use filters aggressively:

Leverage search:

Increase items per page carefully:

Close other tabs:

Keyboard Shortcuts

Navigation:

Selection:

Actions (when client is focused):

[Screenshot: Keyboard shortcuts overlay] Learn shortcuts to work faster

Workflow Patterns

Daily Morning Routine

  1. Check summary cards

    • Any unusual numbers?
    • More alerts than normal?

  2. Filter to Failed

    • Any broken syncs overnight?
    • Fix immediately

  3. Sort by Last Sync (oldest first)

    • Identify stale data
    • Select and bulk sync if needed

  4. Sort by Alerts (highest first)

    • Which clients need attention today?
    • Review top 3-5 critical alerts

Time: 5 minutes to triage your entire portfolio

Before Client Calls

  1. Search for client name
  2. Check Last Sync time
    • If older than 1 hour → Smart Sync
  3. While sync runs, review alerts
  4. Open client detail page
  5. You have fresh data for the call

Time: 3-4 minutes

Weekly Cleanup

  1. Filter to Paused

    • Delete old test clients
    • Remove ended contracts

  2. Check Total Spend card

    • Compare to last week
    • Investigate large changes

  3. Bulk sync all clients

    • Select All
    • Sync Selected
    • Ensure everyone has fresh data

Time: 10-15 minutes

End of Month

  1. Export client list (coming soon)
  2. Review Total Spend for invoicing
  3. Check all clients for budget pacing
  4. Clean up deleted/inactive clients
  5. Verify auto-sync schedules still appropriate

Time: 20-30 minutes

Tips & Best Practices

Organization

Naming convention:

Tag paused clients:

Group by industry (optional):

Performance Management

Don't sync everything at once:

Pause inactive clients:

Archive old clients:

Alert Management

Daily triage:

Set alert thresholds:

Common Questions

Q: Can I rename the client list columns? A: Not currently. Column names are fixed, but you can sort by any column.

Q: What's the maximum number of clients I can manage? A: No hard limit, but performance is best with 50 or fewer. Contact sales for enterprise needs (100+ clients).

Q: Can I export the client list to CSV? A: Coming soon! This feature is planned for Phase 4.

Q: Why don't I see all clients when I search? A: Search respects status filters. If filtering to "Active only" and you search for a paused client, it won't show. Clear filters to see all matches.

Q: Can I customize which columns are visible? A: Not yet, but column customization is on the roadmap.

Q: What happens if I delete a client by accident? A: Deletion is permanent and cannot be undone. That's why we require typing the client name to confirm. Be very careful.

Q: Can I restore a deleted client? A: No. Once deleted, all data is permanently removed. You can re-add the client, but you'll start from scratch with a new sync.

Troubleshooting

Problem: Client list loads slowly

Symptom: Page takes 10+ seconds to load

Causes:

Solution:

  1. Reduce items per page to 25
  2. Use filters to show subset of clients
  3. Close other browser tabs
  4. Refresh the page

Problem: Bulk sync seems stuck

Symptom: First few clients sync, then others stay "Queued" forever

Causes:

Solution:

  1. Refresh the page
  2. Check Sync Logs for errors
  3. Cancel queued syncs
  4. Try syncing in smaller batches (5-10 at a time)

Problem: Actions menu doesn't open

Symptom: Clicking ⋮ does nothing

Causes:

Solution:

  1. Refresh the page
  2. Wait for page to fully load
  3. Try different browser (Chrome, Firefox, Safari)
  4. Disable browser extensions temporarily

Problem: Search doesn't find existing client

Symptom: You know client exists but search returns nothing

Causes:

Solution:

  1. Clear all status filters (check all boxes)
  2. Try searching by Customer ID instead of name
  3. Check other pages (pagination)
  4. Verify client wasn't deleted

Next Steps

Now that you've mastered the client list, explore these related topics:

Ready to manage your clients? Head to your client list and try these features!

Need to add more clients? Click Add Client in the top right.

Want to customize display? Go to Settings → Display Preferences (coming soon).

Need help? Contact support at contact@perfoads.com

Last Updated: October 4, 2025