Relationships Status
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Shlome Leifer
Very important feature. To be able to have a status on the relationship itself. Let’s say i sell a property - or anything else - and have that property in ClickUp as a “task”, i have a “status” on that “task”. But I’ve attached few potential customers, as “relationships” to this property, and each customer is a “task” on its own, with their own “status”. But now it’s very important that i have a separate “status” which tells me where I’m up to regarding that particular “relationship” between this property and that buyer, without affecting the “status” of the property or buyer itself.
I think this feature would be a deal breaker for many many salespeople. Because the item/service they selling is in “for sale” status, the customer is in “active customer” status, but the “relationship Status” between the 2 keeps on changing. From “potential buyer” to “have to follow” to “closed” or “unsuccessful”… but in the same time the item/service didn’t change its status as being “available” and the customer is still an active customer for other items/services.
Without that relationship status it’s vary hard to keep track in ClickUp on customer.
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Caroline Ginty
Thanks for the feedback, Shlome! This is a cool idea!