Client Groups help you organize and manage related clients more easily. This guide walks you through how to create, view, and manage Client Groups in Ignition.
🚀 Learn more about sending proposals to client groups in bulk here.
Create a New Client Group
Creating a new client group can be done by clicking the dropdown arrow next to the + New client button and selecting the Create Client Group button.
After clicking the button, you will be given the option to enter the name for the new client group and assign a client to the group. A client group must contain at least one client.
After a client has been assigned to a client group, the client group will show up in the client details.
Clients can also be added to a Client Group by selecting the appropriate group when reviewing the client details.
Viewing and Managing Client Groups
Client groups will also be displayed in the Clients section under the client name.
Note: If you have client groups created in your connected ledger, they will be synced over to Ignition.
Clicking on the client group name here will allow you to manage the Client Group.
Client Groups can also be filtered for by selecting the Client group name filter on the Clients Page.
Managing client groups in bulk
If you need to review and update many client groups at once, you can do this efficiently by using the client export/import CSV.
From the Clients tab, click Export → Clients to generate a CSV export of your current client list. The file will be emailed to you.
Download and open the CSV file, then locate the Client Group Name column.
In the Client Group Name column, add or update the appropriate client group for each client.
You can assign a client to an existing client group by entering the exact client group name, or create a new client group simply by entering a new name in this column.
Once you’ve finished updating the Client Group Name values and are happy with how your clients are grouped, save the CSV file.
Navigate back to the Clients tab and use the Import → Upload CSV option to re‑import your updated file and apply the changes in bulk.
After the import completes successfully, all updated client group assignments will be reflected in your Clients tab and in each client’s details, allowing you to manage and report on client groups at scale.
Sending a proposal to a client group
Please note: This section is a brief summary of how our group proposals work.
Once you have added all your clients into their respective groups, you can now start sending a multi-entity proposal to your client groups.
A few things about groups that matter for proposals:
Each member of the group remains an independent client in Ignition, with its own client record, contacts, payment methods, and history.
Every group has a Primary Client: the member whose contact receives the proposal and signs by default, and the default entity that gets billed. A group must have a Primary Client before you can send it a proposal.
A client can belong to one group at a time, and a group can hold up to 70 member clients.
Create a multi-entity or group proposal
To create a multi-entity proposal, create a new proposal → in the Client field, select the Client Group instead of an individual client.
Groups appear in the same client search, with an "Includes # clients" label and a group icon.
Assign each service to an entity
On the Services step, every service carries two assignments:
Service for: the entity (or entities) the work is delivered to
Bill to: the single entity that is invoiced and pays for the service. If you don't set one, it defaults to the Primary Client.
This is what keeps a multi-entity engagement clean: the proposal document clearly shows which services belong to which entity, and after acceptance every invoice lands on the right client record.
