Reference
Your clients' statuses, actions, and tags
Mark where each company and each person stands, what has happened with them, and how you recognize them, so you can find them at a glance in My clients.
Who can do this
- For
- Designers
- Role
- “Can run with AI” and up
- Plan
- All plans, including Free
- Where
- On a computer, On your phone (Bitácora Lite)
They're markers for you: they help you organize and filter your contacts. They don't change anything in your deliveries or send any notifications.
Statuses
| For a company | For a person |
|---|---|
| Prospect: hasn't hired you yet; you sent a quote or you're talking | Active |
| Active | Inactive |
| On hold | To reactivate |
| Inactive |
To change it, click the Status pill in the row. You can pick one, or type your own and click Create: it gets its own color. In a company's or a person's card, the status is a row of buttons. With no status, it counts as Active.
Actions
For people only, and a person can have several: Got a quote, Never quoted, Asked for a proposal, Had a meeting, Hired us, and Referred others. You add them in the Add actions cell or in the person's card, where you can also type a new one.
Tags
Free-form words, up to 12 per card. In the card, type and press a comma; the X removes it. A company's card suggests a few, like Frequent client, Referral, Monthly retainer, or Pays late.
Change several at once
Click Select, check the rows, and use Status or Add action in the bar at the bottom.
In Bitácora Lite you can change the status; actions and tags are view only.
