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How to change client status?

Clients

How to change client status?

Last updated on 03 Jul, 2020

Clients can have a status:

  • Potential - a prospect client not shipping yet

  • Active - actively shipping

  • Blocked - a client, blocked from receiving new offers

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By default, all clients have an active status. You can change that in the client profile:

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Open client profile, change the status and click 'Save'.

You can filter your client list by client status, as well as filter your quote list by client status.

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NB: it is not possible to prepare an offer for the blocked client.

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