In tiny+ all companies can be assigned a Relationship Status. This status is intended as a method to help identify the important client companies you and your team are managing.
There are four main states a company's Relationship Status may be:
A company that you would like to be working with, but are not yet an active client.
An active client.
Either a client that is no longer giving you work, or a relationship which has gone quiet for one reason or another.
Any company that is not a client, for example an industry partner or competitor.
The Client Relationship Pipeline is intended for tracking and nurturing clients. Therefore, not every company that you know and which may appear in your tiny+ database fits into a
Latent state. These companies should be saved as
Once a Relationship Status is set, each client company will appear in Client Relationship Pipeline views on the Companies page.
Similar to your Project Pipeline, you can expand each of the three major Relationship Status states with phases. This allows you to identify a common business development process for winning new client and nurturing existing client relationships.
For example, under the
Prospect state you might define phases of
To get started, navigate to Account Settings -> Client Phases.
From this page, you can create, edit, re-order and remove phases.