How to flag client / no client? or product categorySOLVE
I want to sort the contacts in lists like
- Contact (no client, no request, just an address I gathered)
- Lead (asked for an offer, but no client yet)
- Client (bought 1 or more things)
And if it's client, what product/service category did he buy? so another filter of "client" like the following:
- Service 1
- Service 2
- Service 3
The idea is to make lists of all this groups of contacts. How would you do that? By creating properties? Is there no default value for this?
Solved! Go to Solution.