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Changing an Active Client's Score

  1. In the sidebar, click on Active Clients
  2. Select the Active Client you want to edit.
  3. Select the Edit button

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  1. Scroll to the Active Client Type and select Hot, Warm, or Cold
  2. Click Save
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An Active Client can be both a Buyer and a Seller but you can only assign one temperature (i.e. an Active Client cannot both be a Hot Buyer and a Cold Seller)

That Active Client will now show in the Active Clients page under the new score.