Client Profiles

The client profile page serves as a central hub for managing client information, storing important documents, and accessing key features.

Accessing Client Profiles

  1. Click Clients in the sidebar
  2. Select the desired client name

Profile Features

Main Information

The profile page displays essential client information including:

  • Company details
  • Contact information
  • Service scope
  • Brand assets
  • Team assignments

Meeting Notes

To add meeting notes:

  1. Click Meeting Notes → Create Meeting Notes
  2. Add a title
  3. Enter your notes
  4. Add relevant tags for easy searching
  5. Click Preview to review formatting
  6. Click Submit to save

Note: To delete a note, click the three dots (⋮) in the top right corner of the note.

Comment Bank

Store and manage client comments and statements:

  1. Click Comment Bank → Create Comment
  2. Add a title
  3. Enter the comment or statement
  4. Add relevant tags
  5. Click Submit to save

Note: Comments can be deleted using the three dots (⋮) menu.

Quick Access

From the profile page, you can quickly access:

  • Account activities
  • Client coverage
  • Competitor analysis
  • Meeting notes
  • Comments and statements

Client View

If clients have been invited to your workspace, they will see a simplified version of their profile page that includes:

  • Basic company information
  • Recent activities
  • Coverage updates
  • News mentions

Note: Clients cannot see the Notes section or internal team communications.

Managing Clients with Pressto

Managing your clients efficiently is easy with Pressto. Here, we’ll guide you through how to add new clients and edit existing ones on our platform.

Adding a New Client

  1. Navigate to Settings → Clients → Create Client

Client sidebar

Important Note: If you add a client to the Employee section, they will be invited to their Pressto client page and will be able to see their news for the day, activities in their planner, and coverage. Skip this step if you’re not ready to invite clients to your Pressto workspace.

Tip: If you’re in a hurry, just add the client name, tags and city. You can update everything else later.

  1. You’ll be taken to a setup wizard with five stages:

Client creation

First Step

Enter the following details:

  • Client’s name: This identifies the client in your workspace
  • Tags: Essential for tagging news wrap items
  • Address: The main location of the client’s business
  • Boilerplate: Brief description of the client’s company (important for AI context)
  • Service Scope: Range of services your agency is offering

Second Step

Upload your client’s logo for use in client profiles.

Third Step

Input your client’s spokespeople:

  • Name
  • Title
  • Biography Add multiple spokespeople using the ‘Add Spokesperson’ button.

Fourth Step

Add the client’s employees to the database.

Fifth Step

Assign agency managers to the client from your team’s dropdown list.

Managing Existing Clients

Main Information

The profile page displays essential client information including:

  • Company details
  • Contact information
  • Service scope
  • Brand assets
  • Team assignments

Meeting Notes

To add meeting notes:

  1. Click Meeting Notes → Create Meeting Notes
  2. Add a title
  3. Enter your notes
  4. Add relevant tags for easy searching
  5. Click Preview to review formatting
  6. Click Submit to save

Note: To delete a note, click the three dots (⋮) in the top right corner of the note.

Comment Bank

Store and manage client comments and statements:

  1. Click Comment Bank → Create Comment
  2. Add a title
  3. Enter the comment or statement
  4. Add relevant tags
  5. Click Submit to save

Note: Comments can be deleted using the three dots (⋮) menu.

Quick Access

From the profile page, you can quickly access:

  • Account activities
  • Client coverage
  • Competitor analysis
  • Meeting notes
  • Comments and statements

Client View

If clients have been invited to your workspace, they will see a simplified version of their profile page that includes:

  • Basic company information
  • Recent activities
  • Coverage updates
  • News mentions

Note: Clients cannot see the Notes section or internal team communications.

Hiding Analysis from Clients

You may want to hide the sentiment analysis and competitor analysis from certain or all clients. Here is a step-by-step guide on how to do this.

Hiding Analysis for All Clients

  1. Navigate to Settings → Users → Advanced Options → Roles
  2. Click on the Client role to modify permissions
  3. Untick the boxes for “Can view competitor analysis” and “Can view client sentiment”

Hiding Analysis for Specific Clients

If you want to hide these analyses only from specific clients, you will need to create a new role.

  1. From the Roles page, click “Add Role”
  2. Name your new role and assign the desired permissions, ensuring that “Can view competitor analysis” and “Can view client sentiment” remain unticked.
  3. Go back to the Settings → Users page found under the left-hand navigation bar.
  4. Click Edit for each user that you want to assign the new role to, then select the new role from the dropdown menu.

Note: These settings can always be adjusted later if needed.