Be able to downgrade clients to prospects

Voters 284

+ 278 voters
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284

In progress
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Garrett

In order to start a project on a new prospect, they have to be a client. But if they end up not panning out, you can't downgrade them back to prospect.

24-04-2021 -

Activity Newest / Oldest

Mike

Status changed to: In progress

AnneV

I've been wanting this for ages for the same reasons others mentioned. Glad this is in the works.

NEIL S

Or if not to prospect, just contact, that could be a vendor or anyone whose contact information you wish to store.

Corks Critter Care Home & Pet Sitting Services

Could we have the ability to restore a client or move it to the Prospect Role?

Noel

Merged with: Restore the client or move it to the Prospect Role

Mike

Status changed to: Planned

Annette Spears

Hello, I mistakenly added a contact as a client instead of a prospect. Eventually, I had to delete and re-add the contact. It was exhausting to say the least. In addition to the circumstance where people make mistakes another example scenario is that you could have a client discontinue your services and reconsider months or years later. In which case, they would appropriately become a prospect again, where I could send them through a 'win back' funnel. I hope this option can be reconsidered.