S Sotto clients Deals Playbooks Showcase

Clients

The accounts you negotiate with, and their people. Link a client to a deal and its context reaches the analyst through the brief — knowing who sits across the table sharpens the advice.

Clients are shared across your whole organisation. Archiving hides a client from the deal page's picker and freezes it (unarchive to edit); deals already linked keep showing it. Deleting is permanent, removes its people, and unlinks its deals — only the organisation owner can do it.