How do I set a client's tracked search, email, retainer and Report Autopilot?

Steps

1. Click Clients in the sidebar and click the client's row.
2. Edit the fields in the Client Setup card.
3. Click Save and wait for Saved ✓.

What each field does

• Tracked search (what their customers type): the search every measurement is judged against. The Google rank, the map pack check and the problem list all come from this search, run in the client's location. It starts as the keywords of the search that found the lead, so change it if they should be measured on something their customers actually type. Up to 80 characters. Leaving the box empty keeps the search it already had.
• Client's email (reports go here): the one address Legiit Leads uses for that client. Until it is saved, the Send To Client button does not appear on a report, and a direct attempt answers Add the client's email first. Up to 160 characters. Emptying the box removes the address.
• Monthly retainer: your own figure, in the currency set in Settings, and never shown to the client. It is what adds up in the monthly retainers total on the Clients page, and it is the amount a retainer payment link charges every month, so it has to be at least 50 in your currency before a link can be created. Type it in whole units, for example 1500. Clearing the box clears the retainer.
• Report Autopilot: email the monthly report to the client automatically: tick it and the report the monthly run builds is emailed to the client the moment it is built, as long as a client email is saved. A report you build yourself with Build This Month's Report is never sent on its own: read it, then click Send To Client. Leave the box clear and each report waits on the client's page for you to read and send.

Good to know

• The same Save button also stores Services they already buy, the list in the card that tells Upsell Radar which problems you are already paid to fix. See What is Upsell Radar and how does it pick problems and prices?
• Save changes only what is in this card. The client's name, website, portal link and measurement history are not edited here.
• Changing the tracked search does not rewrite past measurements. The next measurement is taken against the new search, so a rank or map pack change straight after an edit is a change of question, not a change in their position.