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Shreeya Dangol
Written by Shreeya Dangol

Rate Contacts

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 the 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 the Activities Tab after you rate the contact.