Client Tagging and Lead Status

I want to be able to tag clients or assign a "lead" status to them so I can easily distinguish between prospective leads and active customers in my client list. I also want to be able to differentiate clients based on the services they use. This would help me organize my client list and filter by service type.

Please authenticate to join the conversation.

Upvoters
Status

In Review

Board
πŸ’‘

Feature Request

Date

About 19 hours ago

Author

scruffeeclub

Subscribe to post

Get notified by email when there are changes.