Clients & leads
Adding clients, the client page, stages, hot/warm/cold, transfers and dumps.
8 articles
- The client listFind any client with the status chips, the search box and the Filters dialog, switch between card, table and list views, and select clients for a transfer or delete.
- The client pageEverything about one client in one place: the header actions, the Overview, Activity, Bookings, Notes, Files and Client info tabs, and the About card.
- Adding and editing clientsAdd a client with the mobile number first, so BMexa can tell you whether they are already on record, set the first follow-up, and know the duplicate rules.
- Stages, status and lead temperatureWhat the status badges mean, how the stage moves on its own from the responses you log, and what Hot, Warm and Cold are for.
- Assigning and transferring clientsWho a client lands with, how to move one or many clients to a colleague with or without their history, and what the new person is told.
- Dumped and deleted clientsDump a client who is not proceeding (with a reason), revive them later, undo a dump in time, and use Trash for clients that were deleted.
- Calling clients one by oneOn the phone, select several clients and call them one after the other, logging each call as you go.
- Masked phone numbers and personal detailsWho sees a client’s full number, what a masked number looks like, and how calls still work from the BMexa app when the number is hidden.