We are adding a new “Pipeline View” for your Pre-Clients so you can manage different stages before becoming your clients.
You will see your pre-clients list as cards with basic contact and social information. You can also see the days since last contact with a color coding indicator, as well as the next scheduled meeting with your client.
With this new feature you’ll be able to:
Manage different stages of your pre-clients list.
Easily drag and drop your clients cards to move them to another stage.
Below, you can see the first mock-ups of how it will look like.
1. Manage different stages of your pre-clients list
On my clients menu you will find the new pipeline view for your pre-clients client list only. In here you will have a view with different columns of stages on your pipeline.
2. Easily drag and drop your clients cards to move them to another stage
If a client of yours is a lead qualified and you have sent them a proposal, you can click and hold on the card then drag it to the right until the columns have scrolled and drop it under the column Proposal sent.
In this quick video, we will show you how it works:
Please share your comment below, and take part in the development of the upcoming page.