Add different types of clients
S
Sarah Moss
Different contact type designations to match the onboarding pathway -- lead/prospect, or active client. Not everyone will end up being a client, but we still want to have contact information and details for future reference.
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C
Cassandra
I created a group to do this. I have a "Prospect Leads" Group under my contacts that are separate from Active Clients. If you go to Clients tab then go to the left to "Filter By Group" then click manage group to create however many you need. If a prospect becomes a client I just move them to the clients group.