Rate your clients depending upon different priorities, for example, the possibility of taking your service or client with nearing intake date. You can also quickly view the rating on the contact’s list view and align your work accordingly. 

To rate your clients, follow the given steps.

Step 1- Select your contact from list view.

Step 2- On the personal detail section, select the ratings here

Hot = High potential
Warm = Medium potential
Cool= Less potential
Lost= No potential at all. 

A log will be listed in "Activities Tab" after you rate the contact.

Was this article helpful?
Thank you!