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Topic starter

Can you add Past Clients or make it so we can customize it, please?

 

Screenshot 2022 12 20 at 8.58.53 AM
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Hello Derek, thank you for your feedback. We understand that business processes can vary from organization to organization, so it's important to customize the lifecycle to fit your specific needs. Business process aside, it is also common for companies to have a stage for marking customers as "Churned" or "Past Clients."

However, currently, the product team is prioritizing the development of a new contact-first CRM experience, which will also make the data model becoming more extensible, scalable, and flexible, especially for lifecycle stages. While we are unable to make improvements to the current CRM experience at this time, we hope that the new CRM, which is scheduled for release in 2023, will be able to meet your needs.

If you are interested in learning more about our new CRM, feel free to book a time with me here!

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That is great news and can't wait it's really needed.