Knowledgebase: Projetex
Is there a way to cleanly separate actual clients and frelancers/vendors from preliminary leads?
Posted by Vitaliy Gutyk (AIT) on 16 November 2017 04:57 PM

Yes. Projetex 3D includes seperate tables for prospective clients (called Prospects) and prospective freelancers (called Applicants) There, you can record their contact information, track your marketing efforts and create quotes. 

Once you reach an agreement, you can transfer the Prospect/Apllicant to the Client/Freelancer table with just a few clicks.

  

Furthemore, you can transfer inactive clients or freelancers to the Prospect/Applicant tables in the same way. All associated database entries will be safely stored there. 

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