17hats is a Contact-based system. A Contact is defined as anyone you communicate with and are classified into four types: Hot Leads, Clients, Cold Prospects, and Other. To help you quickly tell the difference between each type, they are color coded (there is not a way to change the colors of each contact type).
Hot Lead contact types will appear Orange. These are potential customers that you are communicating with and are actively working on converting to a paid customer.
Client contact types will appear in Green. A Client is any customer that has accepted a quote, sent an invoice, or signed a contract. At this point, they should have verbally committed to hiring you.
Cold Prospects will appear in Blue. They are customers that were interested in your services previously but have stopped actively communicating with you.
Other Contacts will appear in Grey. They may be vendors, family members, or others that don’t fit into any of the other three categories.
The Contact Type can be set when you manually add a customer to the platform and can be edited at any time.
If a contact comes in though a Lead Capture Form, they will automatically be set as a Hot Lead type contact.
The platform will automatically update a Contact type from a Hot Lead to a Client contact type status when they accept a quote, sign a contract, or pay an invoice.
Quickly find and manage your Clients and others in your “Contacts” tab.
Your Cold Prospects and Hot Leads can be managed in the “Leads” tab.
Now that you understand the contact types find out how to add them to the platform.
Other questions? Reach out to our Business Support Team via Live Chat or Email Monday through Friday 7am-4pm PST.