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Won / Lost Field

Feature Request

Could we get an implementation of customer lifecycle system? It would be nice to have an internal cancellation process, in that we can specify how we lost the customer. I believe the leads functionality has this already for new customers, but it would be nice to be able to have something similar we could put in as a reason for cancelation once an account goes inactive, that we could then have on the dashboard or pull reports on

Posted by gtswallo ·
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  • gtswallo

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    May 7

    With this, it would also be nice to be able to see how long someone was a customer with us, like “Customer since 2019” or whatever on the admin customer profile.