Customer relationship management (CRM) helps companies improve marketing, sales, and service engagement with their customer base. A basic step towards creating extraordinary customer relationships is using a “Client score.” MoneyPenny adopted a simplified version of it, where you can assign each client a lead qualification status. You find this option in “Contacts” -> “Clients” -> “Client information” section.
The field titled “Score” allows you to choose either of the following:
– “Active Customer”
– “Inactive Customer”
– “Sales Qualified Lead”.
Press “Save client” to make sure you saved the update.
Note that this field is just informative and it will not change/affect any features related to this client.
This info will be displayed on your “Clients” list.