A Client's profile will have a status associated with it. This refers to where the Client is in their customer lifecycle. There are three statuses a Client's profile could have:
Prospect (Pipeline): The Client is still a prospect and sits within your Client Pipeline. They may have only had initial contact with your organisation and not agreed to purchase any services from you, or they might be further into the process, with a preliminary agreement in place and an initial registration fee paid.
Live: The Client is on board with your organisation and has paid for, or is expecting to pay for, your services. They have full access to their Client Dashboard (if you have Client login enabled via System > Settings > Company Details > Branch Details) and can be added to Jobs and receive communications.
Dormant: The Client's profile is inactive. Dormant Clients still have access to all areas of their Client Dashboard and can still receive payment requests. This could be a Client who temporarily does not require your services, or a lead that was never realised during your sales process. Marking Clients as Dormant is useful where you need to separate Clients who are actively using and paying for your services from ones who might not be.
When a Client first signs up to your company, they will be given the status 'Prospect (Pipeline)'. To change their status, go to People > Clients > select the Client and click the status badge at the top of their profile, then choose the status you want from the dropdown menu.
An example of a Client profile, with the status dropdown menu highlighted.
How statuses relate to your Pipeline
A Client's status and their position in your Client Pipeline are linked. In People > Clients > Prospect (Pipeline), dragging a Client to 'Won' sets their status to Live and moves them into your Live Client list. Dragging them to 'Lost' sets their status to Dormant. Either way, they are removed from the Pipeline board.
Note: The three profile statuses are fixed and cannot be renamed or added to. The stages within your Pipeline are fully customisable, up to a maximum of ten. You can read more about customising Pipeline stages here.