Name of Feature/Request: Have a “Closed” status for customers
What financial, time savings, or quality of life improvements will occur from this: Have a “Closed” status for customers | Frequency: Every time they need to close a client | I would like to change status on my clients to “closed” as opposed to lost, or prospect. I would like to be able to look at an active client list that represents on-going jobs.
Attempted Solutions So Far: None Listed
Digging deep - Any additional Why behind this request / How was this accomplished before Striven in what system or software: Previously accomplished: They do not currently have a process for this
StrivenID: 4145250