No, we cannot turn a Client back to a Prospect.
Rather we can use the Client's detail and add his/her as a new prospect.
To do so, follow the given steps.
Step 1- Note all the details about client.
Follow the given steps to Add a Prospect.
Step 2- Go to Client menu and you will automatically land on the Clients tab.
Step 3- To add a Prospect/ Client, click “Add” button at the right corner of the page from the Prospects or Clients tab.
Step 4- A pop up for adding new client or prospect will be displayed as shown below. Fields marked with ( * ) are mandatory.
Step 5- Fill in the details: First Name, Last Name, Email, Phone and Assignee.
Step 6- Leave this section empty and the person being added will be considered as a Prospect. If you have more information about your Prospect/Client, click on “Add more Details” at the left end corner of the pop up form.
A full page form will open as shown below, where you can add more details about your Prospect/Client.
Rather we can use the Client's detail and add his/her as a new prospect.
To do so, follow the given steps.
Step 1- Note all the details about client.
Follow the given steps to Add a Prospect.
Step 2- Go to Client menu and you will automatically land on the Clients tab.
Step 3- To add a Prospect/ Client, click “Add” button at the right corner of the page from the Prospects or Clients tab.
Step 4- A pop up for adding new client or prospect will be displayed as shown below. Fields marked with ( * ) are mandatory.
Step 5- Fill in the details: First Name, Last Name, Email, Phone and Assignee.
Step 6- Leave this section empty and the person being added will be considered as a Prospect. If you have more information about your Prospect/Client, click on “Add more Details” at the left end corner of the pop up form.
A full page form will open as shown below, where you can add more details about your Prospect/Client.