2 won of 3 who replied
Where each of Jordan Patel's 21 clients have got to. Choose a stage to see its clients.
Clients still to be won, best priority score first. Clients marked do-not-contact are left out.
What Jordan has done in 180Connect.
What Jordan's client list puts first. Only Jordan can change these, from their own settings.
Change what they can do, or whether they can sign in. Each change can be undone from here, except deleting.
Role
Works the client list: contacts clients, keeps their records up to date and manages tags.
Access
Active
Suspending signs them out everywhere and stops them signing in. You can reactivate them from here at any time.
Delete account
Permanent, and cannot be undone. Their notes and emails stay on the clients they belong to. Suspend instead if they might come back. Their 21 clients and 1 open task will need a new owner first.