A Client’s profile will have a status associated with it - this refers to where the Client is at in their customer lifecycle. There are three statuses a Client’s profile could have:
Prospect (Pipeline): This means that the Client is still a prospect and within your sales pipeline. They may have only had an 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 with your organisation and an initial registration fee paid. These pipeline stages are entirely customisable by you and can include as many or as little stages as you wish.
Live: This means that the Client is on board with your organisation and has paid for or is expecting to be paying for your services. They have full access to their Client dashboard (if you have Client login enabled) and can be added to Jobs and receive communications.
Dormant: This means that 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 in cases where you need to separate out 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'. To change their status, navigate to the Client's profile and select Actions > Set Status before choosing the desired status from the dropdown menu.
An example of a Client profile, with the Set Status dropdown menu highlighted.
Note: User profile statuses (including that of Clients) are hardcoded into TutorCruncher; as such, they cannot be altered or customised.