Track Leads, turn them into Customers, and later promote them to VIP's using Client Status in Thryv Business Center!
Your client card includes a section with a drop-down menu where you can disposition clients and the current status they are in for simplified tracking. Get here by going to Clients>Select a Client>Main>Status.
The default Status Drop-Down Menu will show the following dispositions:
You can rename the default client statuses and create additional ones to better fit your business. Thryv Business Center will automate these status updates — and if you prefer to turn that off, we will show you how below. To manage your client statuses, navigate to Settings > Client Card & Forms > Client Status.
To prevent Thryv Business Center from automatically changing a client's status from Lead to Customer, click the toggle next to Automatically Change Lead to Customer. When disabled, each client status will need to be updated manually. Each checkbox can also be turned on or off individually. All automatic changes can also be updated manually by editing your client in their client card.
Inactive Client Status
You can use this status to identify and filter your inactive clients. Automated Campaigns can also be created to try and re-engage these valuable clients. Please see Automated Campaigns to learn more.
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