Contacts and lead stages
Manage leads, prospects, clients, active clients, past clients, assignments, and timelines.
Contact stages
- Lead: a new person or business that has shown interest.
- Prospect: a qualified opportunity that may become a customer.
- Client: a customer with a confirmed business relationship.
- Active Client: currently buying or receiving service.
- Past Client: previous customer not currently active.
Important rule
A customer WhatsApp number should not be changed automatically by AI. It should change only when a user intentionally edits it.