When you initially create a client on Nexus, the status automatically assigned to this client is 'Lead'.
The available client statuses on Nexus are as follows:
- Lead: An individual who has expressed interest in your services
- Prospect: A qualified lead, or an interested individual that has been determined to be likely to contract your services
- Active: A client who has officially signed up for your services
- Archived: A client who has decided to discontinue receiving your services
To update a client's status, you can navigate to their client profile and use the drop down in the top left corner.
From here you can select the desired status. For more information on the 'Archived' option, please see this article.