Clientish Documents
Step-by-step guides for every module, from your first workspace to proposals, billing, support and automation.
Client Status and Assignment
The four client statuses, how they change, and assigning team members.
Every client has one of four statuses, and any number of team members assigned to them. Use them to see where each client is and who looks after them.
Overview
This guide explains the statuses, how they change, and how to assign team members.
Who Can Access
Team members need Manage Client Status to change a status and Assign Clients to assign. Edit Clients includes both.
The Four Statuses
The names are fixed. You can change each status’s colour and description in Settings → Account Statuses.
Step-by-Step Guide
Choose the starting status
Go to Settings → Account Statuses. Under Initial Client Status, choose Lead or Client and click Save Changes. New clients start there, whether you add them or an order form does.
Change a status
Change Client Status on the client’s Edit page, or select several clients on the Clients page and use Change Status. When a Contact or Lead pays through one of your order forms, they move to Client.
Assign team members
Click the Assigned To box on the client’s row, or in the Details card on their profile, and tick the people. The change is saved straight away. Unassign all clears it.
What Assignment Does
- It shows who looks after the client, on the Clients page and the profile.
- You can filter the Clients page by Assigned To.
- It doesn’t limit who can see the client. Anyone with View Clients sees every client.