Prospects and Customers Settings Overview

 

Prospects and Customers statuses help you to quickly identify if you have already done business with a Contact and or there is no active Deal associated. Organize information connected to your Clients by customizing Prospects and Customers Settings.

Learn more about Prospects and Customers

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  • CUSTOM FIELDS - Add custom fields to store information that you’d like to track about your clients.
  • TAGS - Add tags to describe your contact with specific keywords. They're especially useful for filtering and grouping. You have a separate set of tags associated with Prospects and Customers