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Be able to downgrade clients to prospects


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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.

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AnneV

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


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NEIL S

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


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Corks Critter Care Home & Pet Sitting Services

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


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Noel

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

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Mike

Status changed to: Planned

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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.


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