Pacten

Managing your clients - Pacten Guides

Clients live in two views of the same records: Pipeline (the board — who is at what stage) and Contacts (the list — everyone, searchable). Both are in the sidebar.

1
Add a client
The New lead button asks for a name plus an email or phone number — the rest (company, source, a note, what they’re interested in) is optional. If the email or phone already exists, Pacten shows you the match and asks before merging; a merge fills in blanks and never overwrites what you already had unless you confirm it.
2
Work the board
New clients start at the first stage and you drag them across as things progress — contacted, qualified, proposal, won. Customize stages renames and reorders the columns to match how you actually sell. Team members can claim a lead so everyone knows whose it is, and the “Take action” chip shows what is unclaimed or overdue.
3
Open the record
A client’s page holds everything in one place: their details and notes, the full activity timeline (bookings, messages, calls with recordings, stage changes), their bookings, message threads and documents. Almost every field edits in place.
4
Take them on
When an enquiry becomes real work, Take them on converts it into an engagement — the record moves from selling to delivering. It needs a live enquiry to convert, so a brand-new contact should be messaged or booked first.
Importing your client book
On the Pipeline page: Import template downloads a workbook built around your own services, and Import filled file reads it back with a row-by-row preview before anything is written. Every imported row needs an email — that is how duplicates are caught. Up to 1,000 rows at a time.
Keeping people without pipeline noise
Not everyone belongs on the board. The Directory stage keeps a contact saved but off the pipeline — and it is the right alternative to deleting, which permanently removes the record and its history.