Status & Assignment
Where a client sits in your pipeline, and who on your team owns the relationship.
Overview
Two settings do a lot of work here. Status drives which tab the client appears under; assignment decides which team members can see the account at all and who’s accountable for it.
Step-by-Step Guide
- Open the client record.
- Change the account status to move them between Contact, Lead, and Client.
- Assign one or more team members as the owners of the account.
- Save — the change is recorded in the client’s history.
Why assignment matters: team and remote members with scoped access only see clients assigned to them, and their dashboard Assigned Clients tile counts these.
Custom statuses: defined under Settings → Status Management alongside your order statuses.
Custom statuses: defined under Settings → Status Management alongside your order statuses.
Tips & Best Practices
Assign every client to someone, even small accounts — an unassigned client is invisible to scoped members and tends to get forgotten.