Dumped and deleted clients

Dump or delete?

Dump is for a real client who is not buying: budget issue, not interested, bought elsewhere, no response, wrong number. The record stays, counts in the reports under Dumped, and can be revived. Delete is for records that should not exist (test entries, junk): they go to Trash and are removed for good after 30 days.

Dumping a client

1. On the client page click Log activity and pick the Activity type (the call or meeting where you learnt it).
2. Choose the Dump tab.
3. Pick the dump reason under Response type and write the Remarks.
4. Click Save activity. The client moves to Dumped, pending follow-ups are cancelled, and a toast offers Undo for a few seconds in case of a slip.

Reviving a dumped client

The site head over the client’s rep, or an admin, opens the dumped client and clicks Revive client. The client comes back as New with the same rep, the dump reason and old responses are cleared, the timeline notes who revived them, and the rep is notified. On the phone a manager can hold several dumped clients and tap Revive at once.

A dumped client also comes back on their own when they enquire again: a new enquiry for the same number revives the record and gives it back to its old owner if that person is still active on the project. The timeline shows Dumped lead revived by a new enquiry, and the rep and site head are told when a dumped client walks in at the front desk.

Deleting clients

1. On Clients, tick the clients and click Delete (you need the delete permission).
2. Read Delete clients: the records are hidden now and permanently deleted after 30 days. Click Delete clients.

Trash

Open Trash from your avatar menu. The Clients tab lists deleted clients with their project, who they were assigned to and the deletion date; Projects and Bookings have their own tabs. Restore puts the record back exactly as it was. Delete removes it permanently after a confirmation, and fails if related records (such as a booking) still exist. Reps see only their own deleted clients.