When you want to track engagement with new clients or prospects, create a client record.
|Available in Lightning Experience for an extra cost in: Professional, Enterprise, and Unlimited Editions|
From a clients list view, select New.
In Account Name, enter the client’s name.
Select a status.
- For a confirmed client, select Active.
- For a prospect, select Prospect.
- For a client that you’re onboarding, select Onboarding.
After you enter other relevant information, save the record.
Clients can’t be deleted.