<aside> 💡 You can automate this step by integrating Tally forms into your database. Learn how to do it here
</aside>
Status — which stage of a marketing funnel the customer is on
New - the customer is just got into our CRM
In progress - we consult the client
Paid - the customer signed a contract and paid
Refused - the client is on the blacklist or refused to work with us
Manager — a person who communicates with a client
Name — the name of a client
Product — what a client is interested in
Phone — contact number of a person
Email — email to contact a person
Next action date — when do we need to contact a person or perform the next action for them
Next action — what do we need to do next with a client
