CRM Interest Services

Set which services a prospect or client is interested in, without changing their onboarding answers.

What You Can Do

• Choose requested services from the same list used in About Yourself (question 4)
• See those services on the Kanban card and in account details
• Leave a client's original onboarding answers untouched
• Set services for a prospect who does not have a company yet
• Clear your override so a client card shows the original About Yourself services again

Getting There

1. Open CRM from the main sidebar
2. Click a prospect or client card (or row) to open the Sidepanel
3. In the right column, open Details and click edit

Account details (read-only list) is in the same sidepanel, under the account / follow-up accordion. Kanban icons appear on the card itself.

Common Tasks

Set services for a prospect

1. Open the Sidepanel for a prospect that is not linked to a company
2. Edit Details
3. In Requested services, select one or more options
4. Click Save
5. Confirm. The Kanban card shows icons for those services

Correct services for a client without changing onboarding

1. Open the Sidepanel for a client
2. Edit Details. The multi-select is prefilled from About Yourself if you have not set an override yet
3. Change the selection to the services the client actually wants
4. Click Save
5. The card and the Requested services row in account details show your list
6. Open the About Yourself accordion — the original client answers are still there and are not editable

Save other details without freezing services

1. Open Details for a client
2. Leave requested services as they were prefilled
3. Change another field (channel, annotations, and so on) and save

The card keeps showing the client's About Yourself services. A later onboarding change will still show on the card until you choose a different service set on purpose.

Clear your override (client)

1. Open Details
2. Remove every selected service
3. Save

The client card falls back to About Yourself. There is no separate “show zero services” action; empty always means “use the original”.

Frequently Asked Questions

Does this change the client's onboarding questionnaire?

No. About Yourself stays read-only. Your list is a CRM overlay used on the card, in account details, and in Details.

Why does a client still show old services after I saved Details?

If you did not change the prefilled services, the system does not store an overlay. The card keeps using About Yourself on purpose so originals are not copied.

Why does a prospect start with no services?

Prospects have no company onboarding. Until you select services in Details, the card has no requested-services icons.

What if a service has no icon on the card?

Only mapped catalog names show badges (for example National shipments, Ecart Pay, Importation Services, P.O. box). Unknown names are omitted from the icon row. The account-details line still lists the text.

Related

• CRM Guide — Pipeline, Sidepanel, and Details
• CRM Views — Kanban card layout
• Technical documentation — Overlay storage and API