Client vs. Prospect capabilities
Is there a way of delineating a prospect from a client? Not all leads will end up becoming a client, unfortunately. But for marketing purposes we need to have the capability / option of having that person a lead or a client when entering them into our system. A simple categorization checkbox.
Is there a way of delineating when a client is active or non-active? A simple way of just clicking the profile and marking them as an active or non-active client?
2
votes
Jacob Dudek-Warren
shared this idea