Keeping track of your client statuses is essential in managing your practice.
It allows you to decide and take certain actions like reaching out, following up and thanking them for their good business.
The Clients tab will allow you to view each stage of your clients so that you can edit and update as necessary.
Table of Contents
Client Status & Filters
Use the status filters on the left hand side of the Clients tab to easily apply filters depending on client status.
All = Shows all of your clients in Ignition
Lead = Client has not accepted any proposals
Active = Client has an active proposal
Inactive = Had previously accepted a proposal that is now complete
Archived = Shows all the clients that you have archived (can be easily unarchived if needed)
You can now also filter your clients with proposal statuses.
By clicking on a proposal status filter, your client list will automatically show which of those clients have proposals in a Draft, Awaiting Acceptance or Lost status - useful for identifying and chasing clients that haven't accepted yet.
In addition, we've also added a Manual Billing filter which will identify which of your clients have overdue billing and billing due in the next week or month period.
If you would like to drill down and view a client's list of proposals, you can click into a specific client in the list.
You will then be directed to the Summary tab for that client which contains a list of all their proposals.
Proposal Statuses and Manual Billing
You can also view your clients segmented by Proposal status and Manual Billing Due dates.
The Proposal segments allow you to view all clients with a proposal in these states:
To view clients with an active proposal, click the Active client status filter.
The Manual Billing segments allow you to view all clients with outstanding manual billings - on completion or variable/estimate prices - that are due within certain timeframes.
Please note: We are continually making improvements to our New Proposal Editor over time. If you would like to suggest additional filtering features, please start a conversation in the bottom-right hand corner widget on this page, or alternatively email us at firstname.lastname@example.org with what you'd like to see and your use case!